+34.9%
MAS vs TROW
+11.7%
+23.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.8% |
| 7D | +2.0% | +4.3% | -2.4% | -0.2% |
| 30D | +19.4% | +4.2% | +15.2% | +16.8% |
| 3M | +9.4% | -3.4% | +12.8% | +11.3% |
| 6M | +15.3% | +4.7% | +10.7% | +13.4% |
| YTD | +31.3% | +10.1% | +21.2% | +23.4% |
| 1Y | +34.9% | +11.7% | +23.2% | +25.0% |
| All | +34.9% | +11.7% | +23.1% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling