+1,049.8%
MDB vs TROW
+60.5%
+989.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.4% |
| 7D | -17.4% | -1.3% | -16.1% | -16.6% |
| 30D | -2.0% | -4.5% | +2.5% | +1.3% |
| 3M | -3.0% | +3.9% | -6.9% | -6.2% |
| 6M | +48.7% | +22.6% | +26.1% | +26.4% |
| YTD | -12.1% | +10.1% | -22.3% | -19.0% |
| 1Y | +14.5% | +3.6% | +10.9% | +9.9% |
| 3Y | -6.1% | +12.4% | -18.6% | -17.1% |
| 5Y | -27.3% | -37.5% | +10.2% | -6.6% |
| All | +1,049.8% | +60.5% | +989.3% | +694.5% |
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