+733.5%
TT vs DOC
+14.9%
+718.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.1% | -4.3% |
| 7D | -9.0% | +6.2% | -15.2% | -10.8% |
| 30D | -17.6% | +6.5% | -24.1% | -19.5% |
| 3M | -18.7% | -6.2% | -12.4% | -17.2% |
| 6M | -17.4% | +25.6% | -43.0% | -24.5% |
| YTD | +1.5% | +32.1% | -30.5% | -9.3% |
| 1Y | -9.4% | +20.3% | -29.7% | -16.4% |
| 3Y | +85.1% | +42.7% | +42.3% | +56.6% |
| 5Y | +125.7% | -22.2% | +147.9% | +138.3% |
| All | +733.5% | +14.9% | +718.5% | +662.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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