+35.4%
EQT vs DOCN
+408.0%
-372.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.6% | -12.7% | -0.9% |
| 7D | -0.8% | +16.3% | -17.2% | -1.8% |
| 30D | +6.6% | +2.0% | +4.6% | +6.3% |
| 3M | +4.4% | -25.2% | +29.5% | +5.7% |
| 6M | -10.5% | +132.7% | -143.2% | -18.1% |
| YTD | +3.7% | +163.3% | -159.5% | -6.6% |
| 1Y | +9.9% | +280.3% | -270.5% | -4.9% |
| 3Y | +35.4% | +371.8% | -336.5% | +10.4% |
| All | +35.4% | +408.0% | -372.6% | +10.4% |
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 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