-35.6%
DOCN vs TRI
+5.0%
-40.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.7% | +7.2% | +3.4% |
| 7D | -19.2% | -4.8% | -14.3% | -18.6% |
| 30D | -43.1% | +13.4% | -56.4% | -45.4% |
| 3M | -40.7% | +13.1% | -53.8% | -43.9% |
| 6M | -55.0% | +24.4% | -79.4% | -60.5% |
| YTD | +50.6% | -11.4% | +62.1% | +63.1% |
| 1Y | +54.0% | -15.6% | +69.5% | +72.6% |
| 3Y | +203.9% | -6.5% | +210.4% | +139.9% |
| All | -35.6% | +5.0% | -40.6% | -54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling