+87.1%
DOCN vs EQX
+74.3%
+12.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -1.3% | +14.0% | +12.9% |
| 7D | +16.3% | +3.8% | +12.5% | +15.5% |
| 30D | +2.0% | +9.4% | -7.3% | +0.1% |
| 3M | -25.2% | +16.8% | -42.0% | -27.8% |
| 6M | +132.7% | -23.7% | +156.3% | +138.6% |
| YTD | +163.3% | -9.6% | +172.9% | +158.7% |
| 1Y | +280.3% | +29.1% | +251.2% | +246.4% |
| 3Y | +371.8% | +175.3% | +196.5% | +243.8% |
| 5Y | +87.1% | +77.3% | +9.8% | +56.7% |
| All | +87.1% | +74.3% | +12.8% | +56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling