+106,206.6%
MU vs TROW
+14,446.5%
+91,760.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.0% | +7.1% | +6.6% |
| 7D | +9.0% | -1.3% | +10.3% | +9.7% |
| 30D | +13.8% | -4.5% | +18.3% | +16.4% |
| 3M | +2.1% | +3.9% | -1.8% | -0.4% |
| 6M | +153.8% | +22.6% | +131.2% | +127.6% |
| YTD | +256.4% | +10.1% | +246.3% | +237.2% |
| 1Y | +719.8% | +3.6% | +716.2% | +697.4% |
| 3Y | +1,360.4% | +12.4% | +1,348.0% | +1,270.8% |
| 5Y | +1,312.4% | -37.5% | +1,349.9% | +1,659.4% |
| 10Y | +6,142.6% | +130.0% | +6,012.6% | +4,014.6% |
| All | +106,206.6% | +14,446.5% | +91,760.2% | +15,625.1% |
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 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