+19.3%
MRSH vs TROW
+12.7%
+6.5%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +3.0% | +0.2% |
| 7D | +6.3% | +2.0% | +4.3% | +5.8% |
| 30D | +21.9% | +4.9% | +17.0% | +20.7% |
| 3M | +9.4% | -4.3% | +13.7% | +9.8% |
| 6M | +25.9% | +7.0% | +18.9% | +24.1% |
| YTD | +14.7% | +10.4% | +4.3% | +11.9% |
| 1Y | +19.3% | +11.8% | +7.5% | +15.9% |
| All | +19.3% | +12.7% | +6.5% | +15.9% |
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