+14,057.2%
TROW vs MKC
+3,336.7%
+10,720.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | -1.5% | -4.3% | +2.8% | +0.2% |
| 30D | -5.3% | -3.1% | -2.2% | -4.3% |
| 3M | +2.9% | +6.8% | -3.9% | -0.3% |
| 6M | +22.2% | -18.3% | +40.5% | +30.8% |
| YTD | +8.1% | -23.1% | +31.1% | +17.5% |
| 1Y | +5.8% | -23.7% | +29.5% | +14.9% |
| 3Y | +14.0% | -31.0% | +45.0% | +26.8% |
| 5Y | -38.3% | -33.5% | -4.7% | -31.3% |
| 10Y | +131.7% | +30.3% | +101.4% | +90.8% |
| All | +14,057.2% | +3,336.7% | +10,720.5% | +4,105.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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