+82.1%
DAL vs DOCN
+171.0%
-88.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.8% | -1.0% | +1.3% |
| 7D | +0.1% | +1.1% | -1.0% | -0.1% |
| 30D | -13.9% | -9.6% | -4.3% | -12.7% |
| 3M | +1.1% | -37.7% | +38.8% | +9.0% |
| 6M | +26.2% | +115.2% | -89.0% | +0.7% |
| YTD | +16.4% | +133.7% | -117.3% | -9.8% |
| 1Y | +33.9% | +250.2% | -216.3% | -6.3% |
| 3Y | +93.4% | +320.3% | -226.9% | +25.8% |
| 5Y | +106.4% | +53.1% | +53.2% | +45.3% |
| All | +82.1% | +171.0% | -88.9% | +26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling