+552.2%
DELL vs DOCN
-32.3%
+584.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.5% | +1.1% | +3.0% |
| 7D | -22.6% | -19.2% | -3.4% | -18.0% |
| 30D | -43.2% | -43.1% | -0.1% | -34.4% |
| 3M | -24.8% | -40.7% | +15.9% | -14.8% |
| 6M | +38.0% | -55.0% | +93.0% | +66.3% |
| YTD | +163.7% | +50.6% | +113.1% | +142.3% |
| 1Y | +122.5% | +54.0% | +68.6% | +103.3% |
| 3Y | +377.0% | +203.9% | +173.1% | +273.5% |
| All | +552.2% | -32.3% | +584.4% | +464.6% |
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 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