+143.3%
DELL vs DOCN
+110.0%
+33.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -7.2% | -1.7% | -6.3% |
| 7D | -24.6% | -20.0% | -4.6% | -18.3% |
| 30D | -32.5% | -38.8% | +6.3% | -20.6% |
| 3M | -20.2% | -34.8% | +14.6% | -8.9% |
| 6M | +76.5% | -22.8% | +99.3% | +96.5% |
| YTD | +198.9% | +74.6% | +124.3% | +177.9% |
| 1Y | +143.3% | +116.4% | +26.9% | +122.2% |
| All | +143.3% | +110.0% | +33.3% | +122.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling