-47.3%
DOCS vs TROW
+17.3%
-64.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.0% | +0.4% | +3.4% |
| 7D | +1.2% | +8.2% | -7.0% | -2.5% |
| 30D | +21.3% | +8.3% | +13.0% | +16.7% |
| 3M | +58.4% | -1.6% | +60.0% | +58.7% |
| 6M | +39.3% | +11.9% | +27.4% | +31.6% |
| YTD | -21.7% | +14.3% | -36.0% | -27.7% |
| 1Y | -47.3% | +17.0% | -64.3% | -53.1% |
| All | -47.3% | +17.3% | -64.6% | -53.1% |
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