+5,933.7%
WPM vs TROW
+556.2%
+5,377.5%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +7.0% | +0.4% | +6.6% | +6.9% |
| 30D | +15.7% | -4.0% | +19.8% | +17.2% |
| 3M | +35.2% | +5.0% | +30.2% | +33.3% |
| 6M | +6.1% | +24.3% | -18.2% | -0.4% |
| YTD | +32.6% | +9.8% | +22.8% | +28.7% |
| 1Y | +46.9% | +6.4% | +40.5% | +43.7% |
| 3Y | +276.3% | +15.8% | +260.5% | +251.9% |
| 5Y | +260.0% | -37.3% | +297.3% | +292.1% |
| 10Y | +508.5% | +130.6% | +377.9% | +300.4% |
| All | +5,933.7% | +556.2% | +5,377.5% | +1,900.0% |
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