+773.0%
TRGP vs DOC
+20.3%
+752.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.3% |
| 7D | -5.8% | +4.3% | -10.1% | -7.9% |
| 30D | -1.5% | +9.2% | -10.6% | -6.2% |
| 3M | +6.1% | -0.8% | +6.9% | +5.8% |
| 6M | +14.4% | +7.1% | +7.3% | +8.6% |
| YTD | +55.3% | +34.0% | +21.4% | +27.2% |
| 1Y | +69.1% | +23.2% | +45.9% | +45.0% |
| 3Y | +254.3% | +53.6% | +200.7% | +155.2% |
| 5Y | +471.4% | -20.4% | +491.9% | +515.7% |
| 10Y | +773.0% | +23.4% | +749.6% | +727.8% |
| All | +773.0% | +20.3% | +752.7% | +727.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling