+173.8%
TRV vs DOCN
-32.3%
+206.1%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.5% | -4.4% | -1.9% |
| 7D | -0.3% | -19.2% | +18.9% | -0.1% |
| 30D | +9.6% | -43.1% | +52.6% | +10.0% |
| 3M | +2.7% | -40.7% | +43.4% | +3.0% |
| 6M | +32.0% | -55.0% | +87.0% | +32.8% |
| YTD | +37.8% | +50.6% | -12.8% | +34.3% |
| 1Y | +45.2% | +54.0% | -8.7% | +41.4% |
| 3Y | +145.3% | +203.9% | -58.6% | +133.7% |
| All | +173.8% | -32.3% | +206.1% | +158.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling