+196.4%
DOCN vs AEE
+57.6%
+138.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.2% | -15.6% | -15.9% |
| 7D | -29.3% | +2.4% | -31.6% | -28.9% |
| 30D | -46.0% | +10.9% | -57.0% | -44.9% |
| 3M | -43.2% | +4.3% | -47.5% | -42.5% |
| 6M | -53.7% | +2.5% | -56.2% | -53.2% |
| YTD | +46.9% | +15.3% | +31.6% | +47.0% |
| 1Y | +54.3% | +14.6% | +39.8% | +54.6% |
| All | +196.4% | +57.6% | +138.8% | +168.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling