+10.1%
MDB vs TROW
+6.7%
+3.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.7% |
| 7D | +11.6% | -0.5% | +12.0% | +11.8% |
| 30D | -8.9% | +6.7% | -15.7% | -11.9% |
| 3M | -22.4% | -1.7% | -20.7% | -22.0% |
| 6M | +10.1% | +7.8% | +2.2% | +4.8% |
| All | +10.1% | +6.7% | +3.4% | +4.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling