-25.1%
TGT vs DOCN
-30.4%
+5.4%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.0% |
| 7D | +5.5% | -12.1% | +17.7% | +6.9% |
| 30D | +6.0% | -41.0% | +47.1% | +12.3% |
| 3M | +8.0% | -38.7% | +46.7% | +12.9% |
| 6M | +32.3% | -51.5% | +83.8% | +40.9% |
| YTD | +71.3% | +65.3% | +6.0% | +44.3% |
| 1Y | +86.8% | +53.9% | +32.9% | +59.0% |
| 3Y | +67.9% | +215.6% | -147.7% | +19.2% |
| 5Y | -25.1% | -26.2% | +1.1% | -39.9% |
| All | -25.1% | -30.4% | +5.4% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling