+70.5%
DOCN vs AEE
+66.8%
+3.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -19.2% | +2.1% | -21.2% | -19.2% |
| 30D | -43.1% | +11.4% | -54.4% | -43.4% |
| 3M | -40.7% | +5.0% | -45.7% | -40.8% |
| 6M | -55.0% | +4.4% | -59.4% | -55.2% |
| YTD | +50.6% | +15.4% | +35.2% | +46.4% |
| 1Y | +54.0% | +13.8% | +40.2% | +50.0% |
| 3Y | +203.9% | +58.0% | +145.9% | +169.7% |
| 5Y | -29.4% | +52.9% | -82.3% | -33.0% |
| All | +70.5% | +66.8% | +3.7% | +62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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