+157.1%
EQT vs DOCN
-32.3%
+189.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.6% |
| 7D | -10.5% | -19.2% | +8.6% | -9.1% |
| 30D | -5.3% | -43.1% | +37.8% | -1.5% |
| 3M | -4.0% | -40.7% | +36.7% | -0.9% |
| 6M | -13.3% | -55.0% | +41.6% | -9.1% |
| YTD | -6.7% | +50.6% | -57.4% | -13.8% |
| 1Y | -11.2% | +54.0% | -65.1% | -18.2% |
| 3Y | +21.6% | +203.9% | -182.3% | +1.4% |
| All | +157.1% | -32.3% | +189.4% | +136.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling