+6.6%
AEM vs DOCS
-33.3%
+39.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -6.8% | +2.6% | -9.4% | -7.0% |
| 30D | +0.8% | +11.4% | -10.6% | +0.2% |
| 3M | -0.8% | +25.4% | -26.2% | -2.0% |
| 6M | -8.5% | +42.5% | -51.1% | -10.5% |
| YTD | +5.9% | -24.7% | +30.7% | +9.9% |
| 1Y | +6.6% | -32.9% | +39.5% | +12.7% |
| All | +6.6% | -33.3% | +39.9% | +12.7% |
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