+84.2%
DOCN vs TRGP
+884.9%
-800.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +3.4% | +4.6% | +6.5% |
| 7D | -12.8% | -7.2% | -5.6% | -9.4% |
| 30D | -41.9% | -4.2% | -37.7% | -40.9% |
| 3M | -36.9% | +7.0% | -43.9% | -39.4% |
| 6M | -52.2% | +11.2% | -63.5% | -55.3% |
| YTD | +62.7% | +51.1% | +11.6% | +28.7% |
| 1Y | +58.2% | +62.0% | -3.8% | +20.3% |
| 3Y | +219.5% | +248.2% | -28.7% | +59.7% |
| 5Y | -32.9% | +432.4% | -465.3% | -73.5% |
| All | +84.2% | +884.9% | -800.7% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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