+198.1%
DOCN vs TRI
+24.0%
+174.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -6.5% | +19.1% | +14.5% |
| 7D | +16.3% | -7.1% | +23.4% | +18.3% |
| 30D | +2.0% | -2.3% | +4.4% | +1.6% |
| 3M | -25.2% | +19.6% | -44.7% | -33.9% |
| 6M | +132.7% | -8.7% | +141.4% | +134.2% |
| YTD | +163.3% | -22.3% | +185.5% | +196.5% |
| 1Y | +280.3% | -40.7% | +321.0% | +433.0% |
| 3Y | +371.8% | -17.8% | +389.6% | +305.5% |
| 5Y | +87.1% | -8.5% | +95.6% | +27.1% |
| All | +198.1% | +24.0% | +174.1% | +70.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling