+237.8%
EQT vs DOCN
+171.0%
+66.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.0% |
| 7D | +1.1% | +1.1% | 0.0% | +1.0% |
| 30D | +7.7% | -9.6% | +17.3% | +8.3% |
| 3M | +0.2% | -37.7% | +37.9% | +3.4% |
| 6M | -9.5% | +115.2% | -124.7% | -17.5% |
| YTD | +3.8% | +133.7% | -129.9% | -6.6% |
| 1Y | +7.8% | +250.2% | -242.4% | -7.2% |
| 3Y | +30.1% | +320.3% | -290.1% | +6.9% |
| 5Y | +188.6% | +53.1% | +135.5% | +141.9% |
| All | +237.8% | +171.0% | +66.8% | +170.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling