+164.6%
DOCN vs TDG
+138.6%
+26.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.4% | +2.6% |
| 7D | +1.1% | -2.0% | +3.1% | +2.4% |
| 30D | -9.6% | -7.4% | -2.2% | -5.6% |
| 3M | -37.7% | -5.4% | -32.3% | -36.5% |
| 6M | +115.2% | -11.6% | +126.9% | +125.6% |
| YTD | +133.7% | -12.6% | +146.3% | +145.0% |
| 1Y | +250.2% | -9.3% | +259.5% | +253.0% |
| 3Y | +320.3% | +49.2% | +271.1% | +144.6% |
| 5Y | +53.1% | +132.1% | -79.0% | -41.9% |
| All | +164.6% | +138.6% | +26.0% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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