+1,135.3%
MPC vs TROW
+130.0%
+1,005.3%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.2% | +3.6% | +3.5% |
| 7D | +2.6% | -1.7% | +4.3% | +3.5% |
| 30D | -12.2% | +6.4% | -18.6% | -15.6% |
| 3M | +20.1% | -1.5% | +21.6% | +20.0% |
| 6M | +60.6% | +8.3% | +52.3% | +51.1% |
| YTD | +150.6% | +12.4% | +138.2% | +128.1% |
| 1Y | +104.7% | +12.4% | +92.3% | +85.9% |
| 3Y | +194.5% | +38.3% | +156.2% | +130.0% |
| 5Y | +582.3% | -35.2% | +617.5% | +730.8% |
| 10Y | +1,135.3% | +128.8% | +1,006.4% | +570.2% |
| All | +1,135.3% | +130.0% | +1,005.3% | +570.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling