+74.3%
DOCN vs AEIS
+6.8%
+67.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.5% | +5.1% | +7.6% |
| 7D | +3.7% | +9.5% | -5.7% | +0.1% |
| 30D | -33.7% | -17.5% | -16.2% | -28.5% |
| 3M | -27.9% | -29.3% | +1.4% | -18.3% |
| 6M | -46.4% | -34.7% | -11.7% | -39.2% |
| YTD | +81.1% | +10.7% | +70.4% | +47.8% |
| 1Y | +74.3% | +7.4% | +66.9% | +44.7% |
| All | +74.3% | +6.8% | +67.5% | +44.7% |
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