+5,972.2%
DOV vs TROW
+14,398.8%
-8,426.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +2.5% | +0.4% | +2.1% | +2.4% |
| 30D | -7.5% | -4.0% | -3.5% | -6.2% |
| 3M | -9.7% | +5.0% | -14.7% | -11.6% |
| 6M | -6.1% | +24.3% | -30.4% | -13.5% |
| YTD | +0.5% | +9.8% | -9.3% | -3.5% |
| 1Y | +10.5% | +6.4% | +4.1% | +7.1% |
| 3Y | +41.7% | +15.8% | +25.9% | +32.7% |
| 5Y | +18.4% | -37.3% | +55.7% | +34.7% |
| 10Y | +289.8% | +130.6% | +159.1% | +184.1% |
| All | +5,972.2% | +14,398.8% | -8,426.5% | +1,912.1% |
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