-18.1%
DOCN vs TRMB
-37.7%
+19.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -17.3% | +10.2% | +8.6% |
| 7D | -20.0% | -15.7% | -4.3% | -8.2% |
| 30D | -38.8% | -7.8% | -31.0% | -35.7% |
| 3M | -34.8% | -9.3% | -25.5% | -31.8% |
| 6M | -22.8% | -20.8% | -2.0% | -10.5% |
| YTD | +74.6% | -30.8% | +105.4% | +132.6% |
| 1Y | +116.4% | -31.0% | +147.4% | +188.8% |
| 3Y | +239.3% | +27.9% | +211.4% | +117.7% |
| All | -18.1% | -37.7% | +19.5% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling