+377.0%
DELL vs DOCN
+189.9%
+187.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.1% | +2.8% |
| 7D | -22.6% | -19.2% | -3.4% | -16.5% |
| 30D | -43.2% | -43.1% | -0.1% | -31.4% |
| 3M | -24.8% | -40.7% | +15.9% | -11.5% |
| 6M | +38.0% | -55.0% | +93.0% | +75.6% |
| YTD | +163.7% | +50.6% | +113.1% | +132.4% |
| 1Y | +122.5% | +54.0% | +68.6% | +94.4% |
| 3Y | +377.0% | +203.9% | +173.1% | +273.9% |
| All | +377.0% | +189.9% | +187.0% | +273.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling