+250.2%
DOCN vs ED
+12.4%
+237.7%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +0.7% |
| 7D | +1.1% | -0.2% | +1.3% | +0.8% |
| 30D | -9.6% | -0.1% | -9.5% | -9.3% |
| 3M | -37.7% | +3.9% | -41.6% | -32.9% |
| 6M | +115.2% | -3.0% | +118.2% | +115.0% |
| YTD | +133.7% | +10.7% | +123.0% | +184.3% |
| 1Y | +250.2% | +13.3% | +236.8% | +355.0% |
| All | +250.2% | +12.4% | +237.7% | +355.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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