+52.2%
EWT vs DOCN
+55.6%
-3.4%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +8.0% | -0.8% | +5.6% |
| 7D | -5.0% | -12.8% | +7.8% | -2.6% |
| 30D | -16.3% | -41.9% | +25.6% | -8.8% |
| 3M | -7.2% | -36.9% | +29.7% | -0.9% |
| 6M | -0.5% | -52.2% | +51.8% | +9.7% |
| YTD | +50.6% | +62.7% | -12.2% | +33.2% |
| All | +52.2% | +55.6% | -3.4% | +37.7% |
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 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