+68.9%
MP vs TROW
-36.6%
+105.6%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.8% |
| 7D | +3.0% | +0.4% | +2.6% | +2.6% |
| 30D | +8.3% | -4.0% | +12.4% | +12.1% |
| 3M | -3.8% | +5.0% | -8.8% | -8.9% |
| 6M | -4.9% | +24.3% | -29.2% | -22.1% |
| YTD | +9.6% | +9.8% | -0.2% | -0.6% |
| 1Y | -11.7% | +6.4% | -18.2% | -17.7% |
| 3Y | +158.5% | +15.8% | +142.7% | +121.3% |
| 5Y | +68.9% | -37.3% | +106.2% | +173.5% |
| All | +68.9% | -36.6% | +105.6% | +173.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling