+855.9%
TRGP vs DOC
-2.1%
+858.0%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.3% |
| 7D | +0.8% | -1.5% | +2.3% | +1.5% |
| 30D | +11.5% | -4.8% | +16.3% | +14.0% |
| 3M | +9.0% | +6.9% | +2.1% | +4.5% |
| 6M | +20.5% | +20.7% | -0.2% | +6.2% |
| YTD | +59.5% | +34.1% | +25.4% | +31.8% |
| 1Y | +77.9% | +22.6% | +55.3% | +54.0% |
| 3Y | +253.6% | +20.8% | +232.7% | +198.1% |
| 5Y | +615.5% | -24.9% | +640.3% | +702.0% |
| All | +855.9% | -2.1% | +858.0% | +897.9% |
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 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