+91.0%
DOCN vs AEIS
+4.7%
+86.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.0% | -0.2% | -2.4% |
| 7D | +19.1% | +11.5% | +7.6% | +13.7% |
| 30D | -21.0% | -15.8% | -5.3% | -15.3% |
| 3M | -34.7% | -33.3% | -1.4% | -24.5% |
| 6M | -45.8% | -35.2% | -10.6% | -37.3% |
| YTD | +79.4% | +5.0% | +74.4% | +55.2% |
| 1Y | +91.0% | +8.5% | +82.5% | +61.4% |
| All | +91.0% | +4.7% | +86.4% | +61.4% |
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