+3,087.2%
MMM vs TROW
+14,513.4%
-11,426.2%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | -0.4% | +0.5% | -0.9% | -0.5% |
| 30D | +12.1% | +9.3% | +2.8% | +9.6% |
| 3M | +1.4% | -0.9% | +2.3% | +1.7% |
| 6M | +26.6% | +8.3% | +18.2% | +23.7% |
| YTD | +16.8% | +10.6% | +6.2% | +13.1% |
| 1Y | +10.1% | +10.5% | -0.5% | +6.6% |
| 3Y | +158.4% | +36.5% | +121.9% | +134.9% |
| 5Y | +43.1% | -37.1% | +80.1% | +57.1% |
| 10Y | +74.2% | +125.2% | -51.0% | +36.5% |
| All | +3,087.2% | +14,513.4% | -11,426.2% | +1,157.1% |
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