+5,376.0%
WMB vs TROW
+14,446.5%
-9,070.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | +0.6% | -1.3% | +1.9% | +1.0% |
| 30D | +3.3% | -4.5% | +7.8% | +4.9% |
| 3M | +3.1% | +3.9% | -0.7% | +1.1% |
| 6M | -0.7% | +22.6% | -23.3% | -8.6% |
| YTD | +25.2% | +10.1% | +15.0% | +19.2% |
| 1Y | +32.9% | +3.6% | +29.3% | +29.1% |
| 3Y | +140.6% | +12.4% | +128.1% | +122.0% |
| 5Y | +273.5% | -37.5% | +310.9% | +311.3% |
| 10Y | +334.2% | +130.0% | +204.3% | +186.7% |
| All | +5,376.0% | +14,446.5% | -9,070.5% | +1,491.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded TROW wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling