-69.7%
DOCU vs TROW
-36.8%
-32.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.2% | +2.2% | +2.0% |
| 7D | +1.6% | -0.5% | +2.0% | +1.9% |
| 30D | +10.8% | +6.7% | +4.1% | +3.8% |
| 3M | +38.0% | -1.7% | +39.6% | +38.9% |
| 6M | +77.4% | +7.8% | +69.6% | +62.2% |
| YTD | +17.2% | +9.9% | +7.3% | +3.9% |
| 1Y | +15.6% | +8.7% | +6.8% | +3.4% |
| 3Y | +95.6% | +35.2% | +60.4% | +28.2% |
| 5Y | -69.7% | -37.5% | -32.2% | -40.5% |
| All | -69.7% | -36.8% | -32.9% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling