-1.6%
MDLN vs TROW
+12.3%
-13.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.4% | +6.0% | +12.4% | +15.5% |
| 7D | +24.7% | +8.2% | +16.4% | +20.8% |
| 30D | +12.7% | +8.3% | +4.4% | +9.1% |
| 3M | -4.0% | -1.6% | -2.4% | -4.0% |
| 6M | -8.7% | +11.9% | -20.6% | -11.1% |
| YTD | -3.9% | +14.3% | -18.3% | -9.3% |
| All | -1.6% | +12.3% | -13.8% | -7.3% |
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