+13,824.1%
MA vs TROW
+427.9%
+13,396.3%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.6% |
| 7D | -2.7% | -1.3% | -1.4% | -2.0% |
| 30D | +1.5% | -4.5% | +6.1% | +3.9% |
| 3M | +20.4% | +3.9% | +16.6% | +17.5% |
| 6M | +11.1% | +22.6% | -11.4% | -0.8% |
| YTD | +2.0% | +10.1% | -8.2% | -4.2% |
| 1Y | -2.2% | +3.6% | -5.7% | -5.3% |
| 3Y | +41.9% | +12.4% | +29.5% | +27.3% |
| 5Y | +75.4% | -37.5% | +112.8% | +106.4% |
| 10Y | +527.5% | +130.0% | +397.6% | +258.4% |
| All | +13,824.1% | +427.9% | +13,396.3% | +4,761.5% |
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