+54.0%
DOCN vs TRI
-18.3%
+72.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.7% | +7.2% | +1.3% |
| 7D | -19.2% | -4.8% | -14.3% | -19.8% |
| 30D | -43.1% | +13.4% | -56.4% | -41.1% |
| 3M | -40.7% | +13.1% | -53.8% | -38.4% |
| 6M | -55.0% | +24.4% | -79.4% | -51.8% |
| YTD | +50.6% | -11.4% | +62.1% | +58.0% |
| 1Y | +54.0% | -15.6% | +69.5% | +58.0% |
| All | +54.0% | -18.3% | +72.2% | +58.0% |
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 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