+2,396.1%
MUU vs TROW
+8.3%
+2,387.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | +0.7% |
| 7D | -8.2% | -3.2% | -5.1% | -3.7% |
| 30D | +10.2% | -4.6% | +14.8% | +17.9% |
| 3M | -26.5% | -0.7% | -25.9% | -28.7% |
| 6M | +227.2% | +22.2% | +205.0% | +129.5% |
| YTD | +527.4% | +6.6% | +520.8% | +451.0% |
| 1Y | +1,843.7% | +5.8% | +1,837.8% | +1,607.1% |
| All | +2,396.1% | +8.3% | +2,387.8% | +1,661.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling