+115.2%
DOCN vs AEE
-3.5%
+118.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.9% |
| 7D | +1.1% | +0.3% | +0.8% | +1.5% |
| 30D | -9.6% | -2.3% | -7.4% | -11.9% |
| 3M | -37.7% | +0.2% | -37.9% | -37.3% |
| 6M | +115.2% | -4.7% | +120.0% | +110.9% |
| All | +115.2% | -3.5% | +118.7% | +110.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling