+2,505.9%
DELL vs DOC
+15.7%
+2,490.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.7% | +3.0% | +3.5% |
| 7D | -22.6% | +6.5% | -29.0% | -24.1% |
| 30D | -43.2% | +9.2% | -52.3% | -44.9% |
| 3M | -24.8% | -2.5% | -22.3% | -24.5% |
| 6M | +38.0% | +7.1% | +30.9% | +33.4% |
| YTD | +163.7% | +33.0% | +130.7% | +136.0% |
| 1Y | +122.5% | +23.3% | +99.3% | +104.0% |
| 3Y | +377.0% | +44.9% | +332.0% | +302.9% |
| 5Y | +542.6% | -21.6% | +564.2% | +570.5% |
| All | +2,505.9% | +15.7% | +2,490.2% | +2,263.0% |
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