+17.0%
TFC vs DOCN
+50.9%
-33.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -0.9% |
| 7D | +1.2% | -19.2% | +20.4% | +1.2% |
| 30D | +8.3% | -43.1% | +51.4% | +8.4% |
| 3M | -5.2% | -40.7% | +35.5% | -5.1% |
| 6M | -0.8% | -55.0% | +54.2% | -0.6% |
| YTD | +3.4% | +50.6% | -47.2% | -3.7% |
| 1Y | +17.0% | +54.0% | -36.9% | +8.9% |
| All | +17.0% | +50.9% | -33.9% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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