+194.4%
TRV vs DOCN
+88.7%
+105.7%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.0% | -8.0% | 0.0% |
| 7D | -0.9% | -12.8% | +11.9% | -0.9% |
| 30D | +7.2% | -41.9% | +49.1% | +7.4% |
| 3M | +3.2% | -36.9% | +40.1% | +3.3% |
| 6M | +33.6% | -52.2% | +85.9% | +34.1% |
| YTD | +37.8% | +62.7% | -24.9% | +35.1% |
| 1Y | +43.4% | +58.2% | -14.8% | +40.6% |
| 3Y | +146.7% | +219.5% | -72.8% | +138.5% |
| 5Y | +176.1% | -32.9% | +209.0% | +160.6% |
| All | +194.4% | +88.7% | +105.7% | +193.9% |
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 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