-37.4%
DOCS vs TROW
+12.9%
-50.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | -0.1% |
| 7D | 0.0% | +4.7% | -4.7% | -2.2% |
| 30D | +7.8% | +5.4% | +2.4% | +4.9% |
| 3M | +20.0% | -1.6% | +21.6% | +20.5% |
| 6M | +26.5% | +7.8% | +18.7% | +21.5% |
| YTD | -25.8% | +12.6% | -38.3% | -31.0% |
| All | -37.4% | +12.9% | -50.3% | -42.3% |
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