-32.9%
DOCN vs AEIS
+144.8%
-177.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +11.3% | -3.3% | +0.1% |
| 7D | -12.8% | +1.0% | -13.8% | -13.7% |
| 30D | -41.9% | -24.0% | -17.9% | -29.6% |
| 3M | -36.9% | -32.5% | -4.4% | -18.1% |
| 6M | -52.2% | -38.6% | -13.7% | -36.1% |
| YTD | +62.7% | +4.8% | +57.9% | +27.8% |
| 1Y | +58.2% | +1.3% | +56.9% | +27.7% |
| 3Y | +219.5% | +159.2% | +60.2% | -1.8% |
| 5Y | -32.9% | +140.8% | -173.7% | -78.9% |
| All | -32.9% | +144.8% | -177.7% | -78.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling