+103.1%
DOCN vs AEIS
+115.3%
-12.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.2% | -1.5% |
| 7D | +19.1% | +11.5% | +7.6% | +10.9% |
| 30D | -21.0% | -15.8% | -5.3% | -11.5% |
| 3M | -34.7% | -33.3% | -1.4% | -15.4% |
| 6M | -45.8% | -35.2% | -10.6% | -30.8% |
| YTD | +79.4% | +5.0% | +74.4% | +46.3% |
| 1Y | +91.0% | +8.5% | +82.5% | +51.4% |
| 3Y | +237.5% | +152.9% | +84.6% | +27.5% |
| 5Y | -30.4% | +144.6% | -175.0% | -72.9% |
| All | +103.1% | +115.3% | -12.2% | -20.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling