+256.3%
TRGP vs DOC
+20.8%
+235.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.9% |
| 7D | +0.8% | -1.5% | +2.3% | +1.0% |
| 30D | +11.5% | -4.8% | +16.3% | +12.4% |
| 3M | +9.0% | +6.9% | +2.1% | +7.2% |
| 6M | +20.5% | +20.7% | -0.2% | +15.5% |
| YTD | +59.5% | +34.1% | +25.4% | +47.8% |
| 1Y | +77.9% | +22.6% | +55.3% | +69.2% |
| All | +256.3% | +20.8% | +235.6% | +232.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling