+2,812.9%
MMM vs TROW
+14,446.5%
-11,633.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.4% |
| 7D | -3.3% | -1.3% | -2.0% | -3.0% |
| 30D | -7.0% | -4.5% | -2.5% | -5.8% |
| 3M | +10.8% | +3.9% | +7.0% | +9.4% |
| 6M | +5.8% | +22.6% | -16.8% | -0.2% |
| YTD | +6.8% | +10.1% | -3.4% | +3.4% |
| 1Y | +10.4% | +3.6% | +6.8% | +8.6% |
| 3Y | +104.7% | +12.4% | +92.3% | +95.8% |
| 5Y | +23.6% | -37.5% | +61.0% | +35.7% |
| 10Y | +54.1% | +130.0% | -75.8% | +20.0% |
| All | +2,812.9% | +14,446.5% | -11,633.6% | +1,049.6% |
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