+580.7%
DELL vs DOCN
-31.5%
+612.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +8.0% | -2.6% | +3.4% |
| 7D | -11.8% | -12.8% | +1.0% | -8.4% |
| 30D | -40.8% | -41.9% | +1.1% | -32.1% |
| 3M | -23.6% | -36.9% | +13.4% | -14.7% |
| 6M | +33.4% | -52.2% | +85.6% | +58.1% |
| YTD | +178.0% | +62.7% | +115.3% | +150.4% |
| 1Y | +138.6% | +58.2% | +80.3% | +115.9% |
| 3Y | +400.9% | +219.5% | +181.4% | +286.6% |
| 5Y | +580.7% | -32.9% | +613.6% | +477.4% |
| All | +580.7% | -31.5% | +612.2% | +477.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling