+58.8%
TGT vs DOCN
+182.8%
-124.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -15.9% | +12.7% | -2.0% |
| 7D | +4.0% | -29.3% | +33.3% | +6.5% |
| 30D | +2.3% | -46.0% | +48.4% | +6.8% |
| 3M | +7.8% | -43.2% | +51.0% | +11.4% |
| 6M | +24.7% | -53.7% | +78.4% | +30.1% |
| YTD | +66.0% | +46.9% | +19.1% | +41.6% |
| 1Y | +78.8% | +54.3% | +24.4% | +50.6% |
| All | +58.8% | +182.8% | -124.0% | +10.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling