+215.6%
DOCN vs TRI
-12.1%
+227.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -12.1% | -1.6% | -10.5% | -12.2% |
| 30D | -41.0% | +5.0% | -46.1% | -40.9% |
| 3M | -38.7% | +4.6% | -43.3% | -38.5% |
| 6M | -51.5% | +18.3% | -69.8% | -51.5% |
| YTD | +65.3% | -14.7% | +80.0% | +78.6% |
| 1Y | +53.9% | -16.7% | +70.6% | +67.4% |
| 3Y | +215.6% | -11.3% | +226.9% | +239.4% |
| All | +215.6% | -12.1% | +227.6% | +239.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling