+116.4%
DOCN vs AEIS
+6.2%
+110.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -11.1% | +4.0% | -2.2% |
| 7D | -20.0% | -12.7% | -7.3% | -15.1% |
| 30D | -38.8% | -28.8% | -9.9% | -29.2% |
| 3M | -34.8% | -38.0% | +3.2% | -20.9% |
| 6M | -22.8% | -45.3% | +22.5% | -5.8% |
| YTD | +74.6% | +1.1% | +73.5% | +37.0% |
| 1Y | +116.4% | +8.6% | +107.8% | +57.9% |
| All | +116.4% | +6.2% | +110.2% | +57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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