+5,065.4%
WMB vs TROW
+14,418.2%
-9,352.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.6% |
| 7D | +8.1% | -0.5% | +8.5% | +8.3% |
| 30D | -6.9% | +6.7% | -13.6% | -9.3% |
| 3M | -5.1% | -1.7% | -3.4% | -4.9% |
| 6M | -5.7% | +7.8% | -13.5% | -9.2% |
| YTD | +18.1% | +9.9% | +8.1% | +12.2% |
| 1Y | +18.4% | +8.7% | +9.7% | +12.9% |
| 3Y | +122.7% | +35.2% | +87.5% | +91.7% |
| 5Y | +202.0% | -37.5% | +239.5% | +232.4% |
| 10Y | +283.8% | +123.7% | +160.1% | +155.2% |
| All | +5,065.4% | +14,418.2% | -9,352.7% | +1,396.5% |
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