+5.2%
INTC vs DOCN
+88.7%
-83.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.0% | -2.5% | +3.2% |
| 7D | -1.0% | -12.8% | +11.8% | +2.9% |
| 30D | -43.3% | -41.9% | -1.4% | -33.9% |
| 3M | -41.6% | -36.9% | -4.7% | -33.6% |
| 6M | -52.5% | -52.2% | -0.2% | -42.4% |
| YTD | +60.9% | +62.7% | -1.8% | +44.4% |
| 1Y | +55.7% | +58.2% | -2.5% | +40.4% |
| 3Y | +59.2% | +219.5% | -160.3% | +20.5% |
| 5Y | +25.0% | -32.9% | +57.9% | +4.8% |
| All | +5.2% | +88.7% | -83.5% | -18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling