+543,045.7%
MNST vs TROW
+13,984.0%
+529,061.6%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.0% |
| 7D | -1.0% | -3.2% | +2.2% | -0.3% |
| 30D | -5.6% | -4.6% | -1.0% | -4.6% |
| 3M | -5.7% | -0.7% | -5.0% | -5.7% |
| 6M | +12.0% | +22.2% | -10.2% | +7.0% |
| YTD | +13.2% | +6.6% | +6.6% | +11.1% |
| 1Y | +36.1% | +5.8% | +30.2% | +33.5% |
| 3Y | +52.9% | +11.6% | +41.3% | +46.4% |
| 5Y | +81.0% | -38.9% | +119.9% | +94.1% |
| 10Y | +253.0% | +128.5% | +124.4% | +185.3% |
| All | +543,045.7% | +13,984.0% | +529,061.6% | +675,486.7% |
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