+55.8%
DOCS vs TRGP
+227.6%
-171.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.6% | +0.3% | -3.9% |
| 7D | -1.3% | -12.6% | +11.3% | -0.1% |
| 30D | +19.4% | -4.5% | +23.9% | +19.6% |
| 3M | +53.4% | +4.9% | +48.5% | +51.0% |
| 6M | +28.8% | +5.6% | +23.2% | +25.2% |
| YTD | -25.1% | +50.1% | -75.2% | -35.7% |
| 1Y | -48.1% | +70.2% | -118.4% | -57.8% |
| All | +55.8% | +227.6% | -171.9% | +17.3% |
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