+250.2%
DOCN vs TRI
-38.3%
+288.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.4% | +8.2% | +1.9% |
| 7D | +1.1% | -0.5% | +1.7% | +1.1% |
| 30D | -9.6% | +7.9% | -17.5% | -8.4% |
| 3M | -37.7% | +24.1% | -61.8% | -35.6% |
| 6M | +115.2% | +3.8% | +111.4% | +123.4% |
| YTD | +133.7% | -16.9% | +150.6% | +142.2% |
| 1Y | +250.2% | -38.4% | +288.5% | +277.2% |
| All | +250.2% | -38.3% | +288.4% | +277.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling