+41.8%
TRV vs DOCS
-38.0%
+79.8%
-9.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.5% | -2.8% | -0.4% |
| 7D | -2.4% | -4.2% | +1.8% | -2.3% |
| 30D | +7.5% | +8.6% | -1.2% | +7.3% |
| 3M | +6.7% | +27.2% | -20.5% | +6.4% |
| 6M | +35.5% | +26.5% | +9.0% | +35.4% |
| YTD | +39.3% | -25.0% | +64.2% | +42.8% |
| 1Y | +41.8% | -37.0% | +78.8% | +46.7% |
| All | +41.8% | -38.0% | +79.8% | +46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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