+60.1%
DOCN vs AEIS
+219.5%
-159.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +1.2% |
| 7D | +1.1% | +3.0% | -1.8% | -0.9% |
| 30D | -9.6% | -14.6% | +5.0% | +0.5% |
| 3M | -37.7% | -12.4% | -25.2% | -33.8% |
| 6M | +115.2% | -15.0% | +130.2% | +117.1% |
| YTD | +133.7% | +34.3% | +99.4% | +57.1% |
| 1Y | +250.2% | +87.4% | +162.8% | +76.9% |
| 3Y | +320.3% | +139.8% | +180.5% | +57.6% |
| All | +60.1% | +219.5% | -159.5% | -55.1% |
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