+1,346.4%
MU vs TROW
-38.1%
+1,384.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.5% | +4.3% | +3.8% |
| 7D | +7.5% | -1.5% | +9.0% | +8.5% |
| 30D | +19.4% | -5.3% | +24.7% | +23.7% |
| 3M | +9.8% | +2.9% | +6.9% | +6.6% |
| 6M | +164.1% | +22.2% | +141.9% | +127.2% |
| YTD | +260.3% | +8.1% | +252.2% | +237.2% |
| 1Y | +661.2% | +5.8% | +655.4% | +619.8% |
| 3Y | +1,380.8% | +14.0% | +1,366.8% | +1,214.4% |
| 5Y | +1,346.4% | -38.3% | +1,384.6% | +1,720.8% |
| All | +1,346.4% | -38.1% | +1,384.5% | +1,720.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling