-76.5%
DOCU vs TROW
-37.5%
-39.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.6% |
| 7D | +6.9% | -1.3% | +8.2% | +8.1% |
| 30D | +19.0% | -4.5% | +23.5% | +24.1% |
| 3M | +34.3% | +3.9% | +30.4% | +28.6% |
| 6M | +48.0% | +22.6% | +25.4% | +20.5% |
| YTD | 0.0% | +10.1% | -10.1% | -10.5% |
| 1Y | -10.3% | +3.6% | -13.9% | -15.2% |
| 3Y | +32.4% | +12.4% | +20.0% | +8.6% |
| All | -76.5% | -37.5% | -39.1% | -64.5% |
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