+116.8%
TROW vs DOC
+21.2%
+95.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.8% | +0.7% |
| 7D | +0.5% | -0.9% | +1.4% | +0.9% |
| 30D | +9.3% | +7.7% | +1.6% | +5.8% |
| 3M | -0.9% | -2.0% | +1.1% | -0.2% |
| 6M | +8.3% | +5.9% | +2.5% | +5.2% |
| YTD | +10.6% | +31.8% | -21.2% | -4.0% |
| 1Y | +10.5% | +22.5% | -12.0% | -1.0% |
| 3Y | +36.5% | +54.7% | -18.2% | +7.8% |
| 5Y | -37.1% | -21.3% | -15.7% | -32.9% |
| All | +116.8% | +21.2% | +95.6% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling