+54.0%
DOCN vs ED
+26.3%
+27.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | -1.2% |
| 7D | -19.2% | +1.6% | -20.8% | -16.5% |
| 30D | -43.1% | +13.3% | -56.4% | -30.1% |
| 3M | -40.7% | +9.7% | -50.4% | -30.3% |
| 6M | -55.0% | +12.8% | -67.8% | -44.0% |
| YTD | +50.6% | +22.3% | +28.3% | +108.6% |
| 1Y | +54.0% | +26.3% | +27.7% | +119.7% |
| All | +54.0% | +26.3% | +27.6% | +119.7% |
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