+44.1%
TRV vs DOCN
+58.0%
-13.9%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.1% | +1.5% |
| 7D | +1.4% | -12.1% | +13.5% | +0.8% |
| 30D | +8.7% | -41.0% | +49.7% | +6.4% |
| 3M | +7.1% | -38.7% | +45.8% | +5.3% |
| 6M | +35.5% | -51.5% | +87.0% | +32.7% |
| YTD | +39.7% | +65.3% | -25.5% | +42.5% |
| 1Y | +44.1% | +53.9% | -9.8% | +45.3% |
| All | +44.1% | +58.0% | -13.9% | +45.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling