+234.5%
EQT vs DOCN
+219.7%
+14.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.7% | -5.6% | -1.3% |
| 7D | -2.0% | +26.5% | -28.5% | -3.9% |
| 30D | +1.0% | +2.3% | -1.2% | +0.6% |
| 3M | +4.0% | -21.2% | +25.2% | +5.3% |
| 6M | -11.7% | +130.6% | -142.3% | -19.9% |
| YTD | +2.8% | +175.7% | -172.9% | -8.7% |
| 1Y | +10.0% | +286.6% | -276.6% | -5.9% |
| 3Y | +34.1% | +394.1% | -360.0% | +8.7% |
| 5Y | +195.3% | +92.1% | +103.2% | +142.2% |
| All | +234.5% | +219.7% | +14.8% | +164.3% |
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