+91.0%
DOCN vs TROW
+9.7%
+81.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.7% | -4.8% | -4.6% |
| 7D | +19.1% | +0.5% | +18.6% | +18.7% |
| 30D | -21.0% | +9.3% | -30.4% | -25.3% |
| 3M | -34.7% | -0.9% | -33.8% | -34.2% |
| 6M | -45.8% | +8.3% | -54.1% | -50.5% |
| YTD | +79.4% | +10.6% | +68.7% | +60.2% |
| 1Y | +91.0% | +10.5% | +80.5% | +70.7% |
| All | +91.0% | +9.7% | +81.3% | +70.7% |
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 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