+13,484.6%
TDG vs DOC
+142.1%
+13,342.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.0% | -2.2% |
| 7D | +1.1% | +6.2% | -5.1% | -1.2% |
| 30D | +7.8% | +6.5% | +1.3% | +5.1% |
| 3M | -5.2% | -6.2% | +1.0% | -3.1% |
| 6M | -0.2% | +25.6% | -25.8% | -9.8% |
| YTD | -10.6% | +32.1% | -42.7% | -21.0% |
| 1Y | -6.1% | +20.3% | -26.4% | -14.0% |
| 3Y | +57.7% | +42.7% | +15.0% | +31.1% |
| 5Y | +115.1% | -22.2% | +137.3% | +127.0% |
| 10Y | +550.9% | +16.5% | +534.3% | +478.2% |
| All | +13,484.6% | +142.1% | +13,342.6% | +8,003.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 all: compounded portfolio wealth divided by compounded DOC 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…
all analysis · Full analysis span regression · 6 months rolling