+5,128.5%
TROW vs MDY
+2,615.3%
+2,513.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -0.3% |
| 7D | -1.5% | -0.8% | -0.7% | -0.6% |
| 30D | -5.3% | -3.9% | -1.4% | -0.8% |
| 3M | +2.9% | 0.0% | +3.0% | +2.8% |
| 6M | +22.2% | +8.5% | +13.7% | +10.2% |
| YTD | +8.1% | +13.2% | -5.1% | -7.4% |
| 1Y | +5.8% | +15.0% | -9.2% | -11.3% |
| 3Y | +14.0% | +49.6% | -35.6% | -30.2% |
| 5Y | -38.3% | +46.0% | -84.3% | -60.3% |
| 10Y | +131.7% | +176.4% | -44.7% | -33.8% |
| All | +5,128.5% | +2,615.3% | +2,513.2% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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