+103.1%
DOCN vs TD
+137.9%
-34.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | 0.0% | -4.1% | -4.1% |
| 7D | +19.1% | +1.1% | +18.0% | +18.1% |
| 30D | -21.0% | +5.2% | -26.2% | -23.9% |
| 3M | -34.7% | +1.2% | -36.0% | -35.1% |
| 6M | -45.8% | +17.7% | -63.5% | -52.2% |
| YTD | +79.4% | +34.2% | +45.2% | +40.3% |
| 1Y | +91.0% | +55.4% | +35.6% | +31.7% |
| 3Y | +237.5% | +130.4% | +107.1% | +64.9% |
| 5Y | -30.4% | +101.8% | -132.2% | -61.3% |
| All | +103.1% | +137.9% | -34.8% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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