-32.9%
DOCN vs TRMB
-38.3%
+5.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +1.1% | +7.0% | +7.1% |
| 7D | -12.8% | -17.0% | +4.2% | +1.9% |
| 30D | -41.9% | -9.0% | -32.9% | -37.9% |
| 3M | -36.9% | -8.1% | -28.8% | -34.7% |
| 6M | -52.2% | -10.1% | -42.2% | -51.0% |
| YTD | +62.7% | -30.2% | +92.9% | +115.6% |
| 1Y | +58.2% | -30.7% | +88.9% | +110.4% |
| 3Y | +219.5% | +32.6% | +186.8% | +97.4% |
| 5Y | -32.9% | -38.1% | +5.3% | +44.9% |
| All | -32.9% | -38.3% | +5.5% | +44.9% |
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 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