+8.9%
DOCS vs TRGP
+252.7%
-243.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.6% |
| 7D | -1.4% | +0.8% | -2.2% | -1.5% |
| 30D | +21.8% | +11.5% | +10.3% | +19.4% |
| 3M | +27.3% | +9.0% | +18.3% | +24.8% |
| 6M | -0.3% | +20.5% | -20.8% | -5.7% |
| YTD | -40.5% | +59.5% | -100.0% | -49.0% |
| 1Y | -61.5% | +77.9% | -139.5% | -68.5% |
| All | +8.9% | +252.7% | -243.8% | -20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling