+198.6%
TRV vs DOCN
+91.6%
+106.9%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.1% | +1.4% |
| 7D | +1.4% | -12.1% | +13.5% | +1.4% |
| 30D | +8.7% | -41.0% | +49.7% | +8.9% |
| 3M | +7.1% | -38.7% | +45.8% | +7.2% |
| 6M | +35.5% | -51.5% | +87.0% | +35.9% |
| YTD | +39.7% | +65.3% | -25.5% | +37.0% |
| 1Y | +44.1% | +53.9% | -9.8% | +41.4% |
| 3Y | +148.1% | +215.6% | -67.4% | +139.9% |
| 5Y | +178.6% | -26.2% | +204.7% | +163.7% |
| All | +198.6% | +91.6% | +106.9% | +198.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling