+40,890.7%
MCHP vs TROW
+8,521.5%
+32,369.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -2.1% | -3.0% | +0.9% | -0.7% |
| 30D | -11.1% | -5.5% | -5.7% | -8.7% |
| 3M | -18.1% | +2.3% | -20.4% | -19.2% |
| 6M | +10.8% | +23.9% | -13.1% | -0.3% |
| YTD | +14.2% | +7.9% | +6.4% | +9.4% |
| 1Y | +13.5% | +6.1% | +7.3% | +9.8% |
| 3Y | -2.0% | +13.8% | -15.8% | -6.9% |
| 5Y | +1.4% | -38.2% | +39.6% | +27.1% |
| 10Y | +195.5% | +131.3% | +64.2% | +113.6% |
| All | +40,890.7% | +8,521.5% | +32,369.2% | +8,027.5% |
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