+909.7%
AMAT vs DOCU
+80.0%
+829.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.7% | +0.6% | +3.4% |
| 7D | -1.5% | +6.9% | -8.4% | -3.1% |
| 30D | -14.8% | +19.0% | -33.8% | -18.6% |
| 3M | -9.3% | +34.3% | -43.6% | -17.1% |
| 6M | +27.4% | +48.0% | -20.6% | +11.8% |
| YTD | +77.6% | 0.0% | +77.6% | +71.8% |
| 1Y | +188.9% | -10.3% | +199.2% | +186.3% |
| 3Y | +202.3% | +32.4% | +169.9% | +154.4% |
| 5Y | +248.9% | -77.9% | +326.8% | +320.1% |
| All | +909.7% | +80.0% | +829.7% | +525.2% |
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 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