+408.0%
AEM vs DOCU
+107.7%
+300.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.0% | +5.0% | +3.1% |
| 7D | +7.5% | -3.2% | +10.7% | +7.6% |
| 30D | +1.6% | +15.7% | -14.1% | +1.1% |
| 3M | +14.5% | +37.3% | -22.8% | +13.2% |
| 6M | +6.6% | +63.1% | -56.5% | +4.6% |
| YTD | +12.2% | +15.4% | -3.1% | +11.5% |
| 1Y | +19.4% | +11.3% | +8.1% | +18.9% |
| 3Y | +302.1% | +92.1% | +210.0% | +288.1% |
| 5Y | +295.7% | -70.5% | +366.2% | +285.7% |
| All | +408.0% | +107.7% | +300.3% | +399.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling