+2,683.6%
MUU vs TROW
+9.7%
+2,673.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +7.9% |
| 7D | +15.0% | -1.5% | +16.5% | +17.3% |
| 30D | +36.8% | -5.3% | +42.1% | +47.5% |
| 3M | -8.5% | +2.9% | -11.5% | -15.9% |
| 6M | +320.7% | +22.2% | +298.5% | +194.9% |
| YTD | +599.7% | +8.1% | +591.6% | +501.7% |
| 1Y | +2,569.2% | +5.8% | +2,563.4% | +2,248.3% |
| All | +2,683.6% | +9.7% | +2,673.8% | +1,823.7% |
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 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