+72.2%
DOCU vs TROW
+35.0%
+37.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.0% | +4.7% | +4.4% |
| 7D | +6.9% | -1.3% | +8.2% | +7.9% |
| 30D | +19.0% | -4.5% | +23.5% | +22.9% |
| 3M | +34.3% | +3.9% | +30.4% | +30.1% |
| 6M | +48.0% | +22.6% | +25.4% | +26.6% |
| YTD | 0.0% | +10.1% | -10.1% | -7.9% |
| 1Y | -10.3% | +3.6% | -13.9% | -13.8% |
| 3Y | +32.4% | +12.4% | +20.0% | +16.2% |
| 5Y | -77.9% | -37.5% | -40.4% | -72.1% |
| All | +72.2% | +35.0% | +37.1% | +54.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling