-11.3%
EQT vs DOCN
+81.2%
-92.5%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.2% | +5.0% | +1.0% |
| 7D | +6.9% | +19.1% | -12.2% | +6.4% |
| 30D | +0.4% | -21.0% | +21.4% | +0.7% |
| 3M | -2.0% | -34.7% | +32.7% | -1.3% |
| 6M | -5.0% | -45.8% | +40.8% | -4.1% |
| YTD | -0.3% | +79.4% | -79.7% | -6.8% |
| 1Y | -11.3% | +91.0% | -102.3% | -18.4% |
| All | -11.3% | +81.2% | -92.5% | -18.4% |
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