+10.6%
INTC vs DOCN
-34.6%
+45.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -15.9% | +5.5% | -5.6% |
| 7D | -43.2% | -29.3% | -14.0% | -36.5% |
| 30D | -53.6% | -46.0% | -7.5% | -44.1% |
| 3M | -48.3% | -43.2% | -5.1% | -38.8% |
| 6M | -51.7% | -53.7% | +2.0% | -39.9% |
| YTD | +41.6% | +46.9% | -5.3% | +29.3% |
| 1Y | +36.1% | +54.3% | -18.2% | +22.7% |
| 3Y | +39.3% | +185.5% | -146.3% | +5.4% |
| 5Y | +10.6% | -31.1% | +41.7% | -6.5% |
| All | +10.6% | -34.6% | +45.2% | -6.5% |
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 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