+103.1%
DOCN vs TRGP
+970.2%
-867.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.3% |
| 7D | +19.1% | +12.4% | +6.7% | +13.1% |
| 30D | -21.0% | +2.6% | -23.6% | -22.0% |
| 3M | -34.7% | +11.9% | -46.6% | -38.5% |
| 6M | -45.8% | +13.9% | -59.7% | -49.6% |
| YTD | +79.4% | +64.2% | +15.2% | +36.7% |
| 1Y | +91.0% | +78.5% | +12.5% | +39.0% |
| 3Y | +237.5% | +272.9% | -35.5% | +63.7% |
| 5Y | -30.4% | +510.7% | -541.1% | -74.0% |
| All | +103.1% | +970.2% | -867.1% | -39.0% |
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