+737.1%
MTZ vs TROW
+132.8%
+604.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | 0.0% | -3.0% | +3.0% | +1.9% |
| 30D | -14.8% | -5.5% | -9.4% | -11.9% |
| 3M | -30.8% | +2.3% | -33.1% | -31.7% |
| 6M | -22.6% | +23.9% | -46.6% | -32.5% |
| YTD | +6.8% | +7.9% | -1.1% | +1.1% |
| 1Y | +22.1% | +6.1% | +16.0% | +16.7% |
| 3Y | +153.1% | +13.8% | +139.3% | +129.1% |
| 5Y | +161.4% | -38.2% | +199.6% | +239.9% |
| All | +737.1% | +132.8% | +604.3% | +279.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling