-32.9%
DOCS vs TROW
+9.7%
-42.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.2% | +0.1% |
| 7D | +2.6% | +0.5% | +2.1% | +2.3% |
| 30D | +11.4% | +9.3% | +2.1% | +6.8% |
| 3M | +25.4% | -0.9% | +26.3% | +25.6% |
| 6M | +42.5% | +8.3% | +34.2% | +36.8% |
| YTD | -24.7% | +10.6% | -35.3% | -29.4% |
| 1Y | -32.9% | +10.5% | -43.5% | -37.1% |
| All | -32.9% | +9.7% | -42.7% | -37.1% |
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