+148.9%
EWT vs DOCN
+226.8%
-78.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.3% |
| 7D | -3.7% | -12.1% | +8.5% | -1.4% |
| 30D | -17.2% | -41.0% | +23.8% | -9.6% |
| 3M | -7.3% | -38.7% | +31.4% | -0.3% |
| 6M | -1.5% | -51.5% | +50.0% | +9.2% |
| YTD | +49.0% | +65.3% | -16.2% | +30.6% |
| 1Y | +50.6% | +53.9% | -3.3% | +33.5% |
| 3Y | +148.9% | +215.6% | -66.7% | +80.9% |
| All | +148.9% | +226.8% | -78.0% | +80.9% |
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