-10.3%
DOCU vs TROW
+0.2%
-10.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.2% |
| 7D | +6.9% | -1.3% | +8.2% | +7.6% |
| 30D | +19.0% | -4.5% | +23.5% | +21.8% |
| 3M | +34.3% | +3.9% | +30.4% | +30.7% |
| 6M | +48.0% | +22.6% | +25.4% | +29.7% |
| YTD | 0.0% | +10.1% | -10.1% | -7.3% |
| 1Y | -10.3% | +3.6% | -13.9% | -15.9% |
| All | -10.3% | +0.2% | -10.5% | -15.9% |
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