+116.4%
DOCN vs TRI
-22.4%
+138.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +6.4% | -13.6% | -5.4% |
| 7D | -20.0% | +1.0% | -21.0% | -19.4% |
| 30D | -38.8% | +20.8% | -59.5% | -35.6% |
| 3M | -34.8% | +8.1% | -42.9% | -32.4% |
| 6M | -22.8% | +24.2% | -46.9% | -15.7% |
| YTD | +74.6% | -7.8% | +82.4% | +76.0% |
| 1Y | +116.4% | -16.7% | +133.1% | +98.9% |
| All | +116.4% | -22.4% | +138.9% | +98.9% |
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