-61.5%
DOCS vs TROW
+0.2%
-61.8%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.3% |
| 7D | -1.4% | -1.3% | -0.1% | -0.8% |
| 30D | +21.8% | -4.5% | +26.3% | +24.7% |
| 3M | +27.3% | +3.9% | +23.4% | +24.5% |
| 6M | -0.3% | +22.6% | -22.9% | -10.3% |
| YTD | -40.5% | +10.1% | -50.6% | -43.9% |
| 1Y | -61.5% | +3.6% | -65.1% | -62.7% |
| All | -61.5% | +0.2% | -61.8% | -62.7% |
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