+719.8%
MU vs TROW
+0.2%
+719.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.6% |
| 7D | +9.0% | -1.3% | +10.3% | +9.6% |
| 30D | +13.8% | -4.5% | +18.3% | +16.3% |
| 3M | +2.1% | +3.9% | -1.8% | -0.6% |
| 6M | +153.8% | +22.6% | +131.2% | +129.2% |
| YTD | +256.4% | +10.1% | +246.3% | +241.0% |
| 1Y | +719.8% | +3.6% | +716.2% | +630.2% |
| All | +719.8% | +0.2% | +719.5% | +630.2% |
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 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