-37.3%
DOCS vs TRGP
+616.4%
-653.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.7% | -1.3% | +1.6% |
| 7D | -4.2% | +2.4% | -6.6% | -4.7% |
| 30D | +8.6% | +0.8% | +7.8% | +8.0% |
| 3M | +27.2% | +10.4% | +16.9% | +23.1% |
| 6M | +26.5% | +16.3% | +10.3% | +18.4% |
| YTD | -25.0% | +61.1% | -86.1% | -38.2% |
| 1Y | -37.0% | +71.6% | -108.6% | -49.4% |
| 3Y | +39.4% | +267.5% | -228.1% | -16.6% |
| 5Y | -56.7% | +488.1% | -544.8% | -78.5% |
| All | -37.3% | +616.4% | -653.7% | -70.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling