+1,085.7%
DELL vs DOCN
+54.1%
+1,031.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.8% | -1.3% | +0.8% |
| 7D | +14.9% | +1.1% | +13.7% | +14.5% |
| 30D | +13.3% | -9.6% | +22.9% | +15.8% |
| 3M | +24.4% | -37.7% | +62.1% | +37.5% |
| 6M | +258.0% | +115.2% | +142.8% | +203.5% |
| YTD | +320.2% | +133.7% | +186.5% | +248.5% |
| 1Y | +319.1% | +250.2% | +68.9% | +217.8% |
| 3Y | +706.5% | +320.3% | +386.2% | +480.5% |
| All | +1,085.7% | +54.1% | +1,031.6% | +759.9% |
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 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