+221.6%
EQT vs DOCN
+117.0%
+104.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | -0.9% |
| 7D | +3.4% | +27.4% | -24.0% | +1.5% |
| 30D | -3.5% | -29.7% | +26.2% | -1.2% |
| 3M | -2.8% | -32.5% | +29.6% | -0.6% |
| 6M | -5.5% | -42.2% | +36.6% | -2.8% |
| YTD | -1.1% | +87.2% | -88.3% | -10.1% |
| 1Y | -12.9% | +86.2% | -99.1% | -20.9% |
| 3Y | +39.5% | +257.4% | -217.9% | +15.5% |
| 5Y | +164.1% | -27.4% | +191.5% | +137.8% |
| All | +221.6% | +117.0% | +104.6% | +160.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling