+414.8%
AEM vs DOCU
+104.2%
+310.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.7% | +3.0% | +1.4% |
| 7D | +15.8% | -5.5% | +21.4% | +16.0% |
| 30D | +6.2% | +12.6% | -6.4% | +5.8% |
| 3M | +14.3% | +36.4% | -22.1% | +13.1% |
| 6M | +1.4% | +66.8% | -65.4% | -0.6% |
| YTD | +13.7% | +13.5% | +0.3% | +13.1% |
| 1Y | +21.3% | +11.3% | +10.0% | +20.7% |
| 3Y | +309.9% | +92.1% | +217.8% | +295.6% |
| 5Y | +301.0% | -71.0% | +371.9% | +291.0% |
| All | +414.8% | +104.2% | +310.5% | +406.1% |
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