+834.9%
DELL vs DOCN
+117.0%
+717.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.4% | -4.0% | -1.5% |
| 7D | +17.1% | +27.4% | -10.3% | +10.7% |
| 30D | -35.1% | -29.7% | -5.3% | -29.4% |
| 3M | -23.3% | -32.5% | +9.2% | -16.6% |
| 6M | +55.8% | -42.2% | +98.0% | +74.8% |
| YTD | +198.0% | +87.2% | +110.8% | +163.1% |
| 1Y | +166.6% | +86.2% | +80.4% | +135.5% |
| 3Y | +427.6% | +257.4% | +170.2% | +308.0% |
| 5Y | +630.6% | -27.4% | +658.0% | +505.8% |
| All | +834.9% | +117.0% | +717.8% | +655.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling