-34.6%
MP vs TROW
+17.3%
-51.9%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +6.0% | -11.0% | -8.6% |
| 7D | -12.5% | +8.2% | -20.8% | -16.9% |
| 30D | -23.3% | +8.3% | -31.6% | -27.2% |
| 3M | -24.4% | -1.6% | -22.8% | -23.5% |
| 6M | -45.8% | +11.9% | -57.6% | -50.8% |
| YTD | -28.9% | +14.3% | -43.3% | -40.9% |
| 1Y | -34.6% | +17.0% | -51.6% | -45.6% |
| All | -34.6% | +17.3% | -51.9% | -45.6% |
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 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