+84,752.5%
MU vs TROW
+14,749.5%
+70,002.9%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.2% | +12.1% | +12.0% |
| 7D | +2.0% | -1.7% | +3.7% | +3.3% |
| 30D | -18.0% | +6.4% | -24.4% | -20.7% |
| 3M | -6.6% | -1.5% | -5.1% | -6.0% |
| 6M | +2.0% | +8.3% | -6.2% | -2.7% |
| YTD | +184.5% | +12.4% | +172.0% | +166.1% |
| 1Y | +236.9% | +12.4% | +224.5% | +214.5% |
| 3Y | +987.0% | +38.3% | +948.6% | +820.1% |
| 5Y | +1,014.6% | -35.2% | +1,049.8% | +1,264.5% |
| 10Y | +4,609.2% | +128.8% | +4,480.4% | +3,015.5% |
| All | +84,752.5% | +14,749.5% | +70,002.9% | +12,309.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling