+581,341.2%
MNST vs TROW
+14,513.4%
+566,827.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.7% | +1.3% | +1.8% |
| 7D | +1.6% | +0.5% | +1.1% | +1.5% |
| 30D | +5.1% | +9.3% | -4.3% | +3.0% |
| 3M | -0.5% | -0.9% | +0.4% | -0.4% |
| 6M | +8.1% | +8.3% | -0.2% | +6.0% |
| YTD | +21.2% | +10.6% | +10.6% | +17.9% |
| 1Y | +30.7% | +10.5% | +20.2% | +27.1% |
| 3Y | +67.3% | +36.5% | +30.8% | +53.2% |
| 5Y | +101.9% | -37.1% | +138.9% | +115.2% |
| 10Y | +343.3% | +125.2% | +218.1% | +259.2% |
| All | +581,341.2% | +14,513.4% | +566,827.8% | +716,712.9% |
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