+126.2%
DAL vs DOCN
-8.3%
+134.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -7.2% | +14.3% | +8.6% |
| 7D | +11.1% | -20.0% | +31.1% | +16.0% |
| 30D | +7.7% | -38.8% | +46.5% | +18.2% |
| 3M | -3.5% | -34.8% | +31.3% | +3.4% |
| 6M | +31.3% | -22.8% | +54.1% | +30.3% |
| YTD | +30.0% | +74.6% | -44.6% | +2.5% |
| 1Y | +62.1% | +116.4% | -54.4% | +20.3% |
| 3Y | +176.6% | +239.3% | -62.7% | +76.2% |
| 5Y | +126.2% | -20.2% | +146.4% | +67.7% |
| All | +126.2% | -8.3% | +134.5% | +67.7% |
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