+203.9%
DOCN vs TD
+129.3%
+74.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.1% | +3.0% |
| 7D | -19.2% | -1.7% | -17.5% | -17.7% |
| 30D | -43.1% | +8.2% | -51.3% | -46.1% |
| 3M | -40.7% | +1.7% | -42.4% | -41.0% |
| 6M | -55.0% | +14.2% | -69.2% | -58.9% |
| YTD | +50.6% | +32.8% | +17.9% | +20.4% |
| 1Y | +54.0% | +55.5% | -1.5% | +7.1% |
| 3Y | +203.9% | +129.6% | +74.3% | +48.9% |
| All | +203.9% | +129.3% | +74.6% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling