+400.9%
DELL vs DOCS
+55.4%
+345.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.3% | +5.3% |
| 7D | -11.8% | 0.0% | -11.8% | -11.8% |
| 30D | -40.8% | +7.8% | -48.6% | -41.3% |
| 3M | -23.6% | +20.0% | -43.5% | -25.3% |
| 6M | +33.4% | +26.5% | +6.8% | +28.0% |
| YTD | +178.0% | -25.8% | +203.8% | +185.2% |
| 1Y | +138.6% | -39.5% | +178.0% | +151.5% |
| 3Y | +400.9% | +60.3% | +340.5% | +411.9% |
| All | +400.9% | +55.4% | +345.5% | +411.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling