+120.9%
MPC vs TROW
+0.2%
+120.7%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.2% |
| 7D | +5.4% | -1.3% | +6.8% | +5.3% |
| 30D | +31.0% | -4.5% | +35.5% | +30.6% |
| 3M | +46.0% | +3.9% | +42.2% | +45.5% |
| 6M | +77.3% | +22.6% | +54.7% | +77.4% |
| YTD | +141.9% | +10.1% | +131.8% | +139.7% |
| 1Y | +120.9% | +3.6% | +117.3% | +118.9% |
| All | +120.9% | +0.2% | +120.7% | +118.9% |
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 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