+16.4%
DOCU vs AEIS
+6.8%
+9.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.5% | -1.3% | +4.0% |
| 7D | -0.4% | +9.5% | -9.9% | +1.5% |
| 30D | +12.9% | -17.5% | +30.4% | +9.0% |
| 3M | +35.1% | -29.3% | +64.3% | +27.1% |
| 6M | +76.2% | -34.7% | +110.9% | +67.4% |
| YTD | +17.2% | +10.7% | +6.5% | +18.0% |
| 1Y | +16.4% | +7.4% | +9.0% | +17.4% |
| All | +16.4% | +6.8% | +9.6% | +17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling