+203.9%
DOCN vs EMB
+28.2%
+175.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -19.2% | -0.1% | -19.1% | -18.9% |
| 30D | -43.1% | +1.3% | -44.4% | -45.0% |
| 3M | -40.7% | -2.7% | -38.0% | -36.0% |
| 6M | -55.0% | -2.8% | -52.2% | -51.1% |
| YTD | +50.6% | -1.1% | +51.7% | +55.6% |
| 1Y | +54.0% | 0.0% | +54.0% | +54.3% |
| 3Y | +203.9% | +28.8% | +175.1% | +72.3% |
| All | +203.9% | +28.2% | +175.7% | +72.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 3y: compounded portfolio wealth divided by compounded EMB 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…
3y analysis · Full analysis span regression · 6 months rolling