+411.8%
AEM vs DOCU
+104.4%
+307.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.1% | -5.0% | -5.1% |
| 7D | +13.9% | -3.4% | +17.2% | +14.0% |
| 30D | +0.8% | +9.3% | -8.5% | +0.4% |
| 3M | +5.8% | +30.2% | -24.5% | +4.7% |
| 6M | -1.0% | +62.1% | -63.1% | -2.8% |
| YTD | +13.1% | +13.5% | -0.5% | +12.4% |
| 1Y | +14.4% | +11.5% | +2.9% | +13.8% |
| 3Y | +325.7% | +89.5% | +236.2% | +311.1% |
| 5Y | +273.7% | -69.6% | +343.4% | +264.3% |
| All | +411.8% | +104.4% | +307.4% | +403.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling