+121.7%
MPC vs TROW
+5.3%
+116.4%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +2.0% | +0.3% |
| 7D | +3.2% | -1.5% | +4.7% | +3.1% |
| 30D | +25.0% | -5.3% | +30.3% | +24.6% |
| 3M | +55.2% | +2.9% | +52.2% | +54.3% |
| 6M | +86.4% | +22.2% | +64.2% | +85.8% |
| YTD | +148.5% | +8.1% | +140.4% | +145.4% |
| 1Y | +121.7% | +5.8% | +115.9% | +120.3% |
| All | +121.7% | +5.3% | +116.4% | +120.3% |
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