+237.5%
DOCN vs EQX
+129.0%
+108.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -4.1% |
| 7D | +19.1% | -10.5% | +29.6% | +20.6% |
| 30D | -21.0% | +0.2% | -21.2% | -21.2% |
| 3M | -34.7% | -7.9% | -26.8% | -34.4% |
| 6M | -45.8% | -28.6% | -17.2% | -44.6% |
| YTD | +79.4% | -26.3% | +105.6% | +79.7% |
| 1Y | +91.0% | -20.2% | +111.3% | +89.0% |
| 3Y | +237.5% | +131.1% | +106.4% | +179.5% |
| All | +237.5% | +129.0% | +108.4% | +179.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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