+72.2%
DOCU vs AEIS
+360.8%
-288.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.4% | +1.3% | +3.0% |
| 7D | +6.9% | +3.0% | +3.9% | +6.0% |
| 30D | +19.0% | -14.6% | +33.6% | +23.9% |
| 3M | +34.3% | -12.4% | +46.7% | +33.9% |
| 6M | +48.0% | -15.0% | +63.0% | +44.0% |
| YTD | 0.0% | +34.3% | -34.3% | -20.3% |
| 1Y | -10.3% | +87.4% | -97.6% | -38.8% |
| 3Y | +32.4% | +139.8% | -107.4% | -22.7% |
| 5Y | -77.9% | +220.7% | -298.7% | -88.5% |
| All | +72.2% | +360.8% | -288.6% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 10y: compounded portfolio wealth divided by compounded AEIS 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…
10y analysis · Full analysis span regression · 6 months rolling