+143.3%
DELL vs DOCS
-47.4%
+190.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.3% | -15.2% | -9.2% |
| 7D | -24.6% | +1.2% | -25.8% | -24.6% |
| 30D | -32.5% | +21.3% | -53.8% | -33.3% |
| 3M | -20.2% | +58.4% | -78.6% | -23.4% |
| 6M | +76.5% | +39.3% | +37.2% | +69.6% |
| YTD | +198.9% | -21.7% | +220.6% | +206.0% |
| 1Y | +143.3% | -47.3% | +190.7% | +178.3% |
| All | +143.3% | -47.4% | +190.8% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling