+164.6%
DOCN vs TRMB
-17.0%
+181.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.9% | +3.8% |
| 7D | +1.1% | -2.5% | +3.7% | +3.6% |
| 30D | -9.6% | +1.5% | -11.2% | -12.0% |
| 3M | -37.7% | +6.8% | -44.5% | -44.3% |
| 6M | +115.2% | -14.9% | +130.2% | +141.1% |
| YTD | +133.7% | -24.1% | +157.8% | +193.7% |
| 1Y | +250.2% | -25.4% | +275.5% | +346.4% |
| 3Y | +320.3% | +8.0% | +312.3% | +249.0% |
| 5Y | +53.1% | -37.3% | +90.4% | +152.8% |
| All | +164.6% | -17.0% | +181.7% | +260.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling