+608.9%
AMAT vs DOCU
+107.7%
+501.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.0% | -11.6% | -13.1% |
| 7D | -24.3% | -3.2% | -21.1% | -23.7% |
| 30D | -39.8% | +15.7% | -55.5% | -42.0% |
| 3M | -40.2% | +37.3% | -77.5% | -45.1% |
| 6M | -22.1% | +63.1% | -85.2% | -33.0% |
| YTD | +24.7% | +15.4% | +9.3% | +15.9% |
| 1Y | +33.3% | +11.3% | +22.0% | +24.8% |
| 3Y | +133.9% | +92.1% | +41.8% | +77.1% |
| 5Y | +117.1% | -70.5% | +187.6% | +141.4% |
| All | +608.9% | +107.7% | +501.3% | +321.6% |
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