+14.4%
AEM vs DOCS
-40.0%
+54.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.4% | -3.8% | -5.1% |
| 7D | +13.9% | -0.6% | +14.4% | +13.9% |
| 30D | +0.8% | +6.3% | -5.5% | +0.5% |
| 3M | +5.8% | +26.5% | -20.7% | +4.6% |
| 6M | -1.0% | +24.8% | -25.7% | -3.0% |
| YTD | +13.1% | -26.8% | +39.9% | +17.2% |
| 1Y | +14.4% | -38.3% | +52.7% | +22.0% |
| All | +14.4% | -40.0% | +54.4% | +22.0% |
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