+104.2%
EMR vs DOCN
+226.8%
-122.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.7% | -1.4% |
| 7D | +0.7% | -12.1% | +12.8% | +2.3% |
| 30D | +3.5% | -41.0% | +44.5% | +10.8% |
| 3M | +5.9% | -38.7% | +44.6% | +11.9% |
| 6M | +19.4% | -51.5% | +70.9% | +29.3% |
| YTD | +27.7% | +65.3% | -37.6% | +8.4% |
| 1Y | +30.9% | +53.9% | -23.0% | +12.4% |
| 3Y | +104.2% | +215.6% | -111.4% | +37.6% |
| All | +104.2% | +226.8% | -122.7% | +37.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling