+250.2%
DOCN vs TRU
-7.3%
+257.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -5.9% | +8.7% | +2.2% |
| 7D | +1.1% | -6.8% | +7.9% | +0.4% |
| 30D | -9.6% | 0.0% | -9.7% | -9.5% |
| 3M | -37.7% | +13.3% | -51.0% | -38.0% |
| 6M | +115.2% | +3.4% | +111.8% | +114.6% |
| YTD | +133.7% | -6.4% | +140.1% | +132.6% |
| 1Y | +250.2% | -9.7% | +259.8% | +248.2% |
| All | +250.2% | -7.3% | +257.5% | +248.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling