+66.4%
DOCN vs TRGP
+878.4%
-812.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.6% | -11.2% | -13.7% |
| 7D | -29.3% | -12.6% | -16.6% | -24.7% |
| 30D | -46.0% | -4.5% | -41.6% | -45.0% |
| 3M | -43.2% | +4.9% | -48.1% | -45.0% |
| 6M | -53.7% | +5.6% | -59.3% | -55.7% |
| YTD | +46.9% | +50.1% | -3.2% | +16.6% |
| 1Y | +54.3% | +70.2% | -15.9% | +14.3% |
| 3Y | +185.5% | +228.5% | -43.0% | +47.0% |
| 5Y | -31.1% | +434.1% | -465.2% | -72.8% |
| All | +66.4% | +878.4% | -812.0% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling