+70.5%
DOCN vs TRMB
-24.5%
+95.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.9% | +1.6% | +1.7% |
| 7D | -19.2% | -16.7% | -2.5% | -6.2% |
| 30D | -43.1% | -9.9% | -33.1% | -38.6% |
| 3M | -40.7% | -7.6% | -33.1% | -39.0% |
| 6M | -55.0% | -14.7% | -40.3% | -51.3% |
| YTD | +50.6% | -30.9% | +81.6% | +100.1% |
| 1Y | +54.0% | -31.3% | +85.3% | +105.0% |
| 3Y | +203.9% | +29.4% | +174.5% | +98.8% |
| 5Y | -29.4% | -37.4% | +8.0% | +16.6% |
| All | +70.5% | -24.5% | +95.1% | +145.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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