+0.7%
MCHP vs TROW
+11.3%
-10.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.8% | +4.7% |
| 7D | 0.0% | -3.2% | +3.2% | +2.9% |
| 30D | -6.0% | -4.6% | -1.4% | -2.1% |
| 3M | -19.7% | -0.7% | -19.0% | -20.3% |
| 6M | +14.0% | +22.2% | -8.2% | -7.0% |
| YTD | +18.4% | +6.6% | +11.8% | +8.7% |
| 1Y | +17.1% | +5.8% | +11.3% | +8.5% |
| 3Y | +0.7% | +11.6% | -10.9% | -16.9% |
| All | +0.7% | +11.3% | -10.6% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling