+141.1%
TRV vs DOCN
+342.8%
-201.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.8% | -4.1% | -1.4% |
| 7D | -0.1% | +1.1% | -1.3% | -0.2% |
| 30D | -3.4% | -9.6% | +6.2% | -3.4% |
| 3M | +26.4% | -37.7% | +64.1% | +27.3% |
| 6M | +19.3% | +115.2% | -95.9% | +15.0% |
| YTD | +28.3% | +133.7% | -105.4% | +22.8% |
| 1Y | +34.3% | +250.2% | -215.9% | +25.2% |
| All | +141.1% | +342.8% | -201.7% | +126.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling