+1,174.7%
MPC vs TROW
+128.2%
+1,046.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +1.2% |
| 7D | +3.2% | -1.5% | +4.7% | +4.0% |
| 30D | +25.0% | -5.3% | +30.3% | +28.5% |
| 3M | +55.2% | +2.9% | +52.2% | +51.2% |
| 6M | +86.4% | +22.2% | +64.2% | +64.2% |
| YTD | +148.5% | +8.1% | +140.4% | +132.5% |
| 1Y | +121.7% | +5.8% | +115.9% | +109.1% |
| 3Y | +172.9% | +14.0% | +158.8% | +138.7% |
| 5Y | +679.9% | -38.3% | +718.2% | +879.4% |
| 10Y | +1,174.7% | +131.7% | +1,043.0% | +548.9% |
| All | +1,174.7% | +128.2% | +1,046.5% | +548.9% |
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 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