+767.8%
DELL vs DOCN
+108.0%
+659.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.2% | -3.0% | -6.2% |
| 7D | +4.9% | +19.1% | -14.2% | +0.7% |
| 30D | -32.1% | -21.0% | -11.1% | -28.0% |
| 3M | -30.2% | -34.7% | +4.5% | -23.4% |
| 6M | +41.7% | -45.8% | +87.5% | +61.3% |
| YTD | +176.6% | +79.4% | +97.2% | +146.8% |
| 1Y | +159.9% | +91.0% | +68.9% | +129.3% |
| 3Y | +388.0% | +237.5% | +150.5% | +282.2% |
| 5Y | +578.2% | -30.4% | +608.6% | +468.4% |
| All | +767.8% | +108.0% | +659.8% | +608.6% |
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