+59.0%
DDOG vs TROW
+4.9%
+54.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.3% |
| 7D | +3.9% | -3.2% | +7.1% | +5.4% |
| 30D | -8.2% | -4.6% | -3.6% | -6.3% |
| 3M | -5.6% | -0.7% | -4.9% | -6.5% |
| 6M | +73.5% | +22.2% | +51.3% | +48.5% |
| YTD | +62.7% | +6.6% | +56.0% | +50.6% |
| 1Y | +59.0% | +5.8% | +53.1% | +50.2% |
| All | +59.0% | +4.9% | +54.1% | +50.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling