+91.0%
DOCN vs TRU
+0.8%
+90.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.1% |
| 7D | +19.1% | 0.0% | +19.1% | +19.1% |
| 30D | -21.0% | +21.3% | -42.3% | -18.6% |
| 3M | -34.7% | +0.2% | -35.0% | -34.4% |
| 6M | -45.8% | +22.4% | -68.2% | -47.0% |
| YTD | +79.4% | -4.8% | +84.2% | +80.8% |
| 1Y | +91.0% | -0.2% | +91.2% | +91.6% |
| All | +91.0% | +0.8% | +90.2% | +91.6% |
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