+17.8%
DOV vs TROW
-39.3%
+57.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.5% |
| 7D | -2.0% | -3.2% | +1.2% | -0.4% |
| 30D | -8.9% | -4.6% | -4.3% | -6.8% |
| 3M | -13.3% | -0.7% | -12.6% | -13.5% |
| 6M | -9.7% | +22.2% | -31.9% | -18.9% |
| YTD | -2.5% | +6.6% | -9.1% | -6.7% |
| 1Y | +7.2% | +5.8% | +1.4% | +2.6% |
| 3Y | +39.4% | +11.6% | +27.8% | +27.7% |
| All | +17.8% | -39.3% | +57.1% | +33.3% |
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