+5,039.4%
WMB vs TROW
+14,513.4%
-9,474.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.7% |
| 7D | +7.8% | +0.5% | +7.3% | +7.6% |
| 30D | -5.1% | +9.3% | -14.4% | -8.4% |
| 3M | -4.7% | -0.9% | -3.8% | -4.8% |
| 6M | -7.4% | +8.3% | -15.7% | -10.9% |
| YTD | +17.5% | +10.6% | +6.8% | +11.3% |
| 1Y | +19.5% | +10.5% | +8.9% | +13.2% |
| 3Y | +121.3% | +36.5% | +84.7% | +89.8% |
| 5Y | +200.5% | -37.1% | +237.6% | +229.9% |
| 10Y | +281.9% | +125.2% | +156.7% | +153.3% |
| All | +5,039.4% | +14,513.4% | -9,474.0% | +1,385.4% |
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