+270.8%
MXL vs TROW
+237.6%
+33.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.9% | -2.9% |
| 7D | +16.6% | -3.0% | +19.6% | +19.3% |
| 30D | +0.5% | -5.5% | +5.9% | +4.5% |
| 3M | -3.6% | +2.3% | -5.9% | -7.2% |
| 6M | +328.0% | +23.9% | +304.1% | +254.3% |
| YTD | +297.8% | +7.9% | +289.9% | +265.3% |
| 1Y | +339.4% | +6.1% | +333.3% | +310.1% |
| 3Y | +201.7% | +13.8% | +187.9% | +168.7% |
| 5Y | +32.8% | -38.2% | +71.0% | +87.2% |
| 10Y | +274.8% | +131.3% | +143.6% | +101.5% |
| All | +270.8% | +237.6% | +33.2% | +42.9% |
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