+32.5%
EMR vs DOCN
+55.6%
-23.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.0% | -3.6% | +3.6% |
| 7D | +2.1% | -12.8% | +14.9% | +3.3% |
| 30D | +4.8% | -41.9% | +46.7% | +9.7% |
| 3M | +7.5% | -36.9% | +44.4% | +11.1% |
| 6M | +20.9% | -52.2% | +73.1% | +27.7% |
| YTD | +29.2% | +62.7% | -33.5% | +11.2% |
| All | +32.5% | +55.6% | -23.1% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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