+169.4%
AMAT vs DOCU
+94.9%
+74.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | -11.2% | -3.7% | -7.5% | -11.0% |
| 30D | -31.9% | +15.0% | -46.8% | -32.4% |
| 3M | -32.3% | +39.9% | -72.3% | -33.9% |
| 6M | -5.4% | +66.2% | -71.5% | -9.9% |
| YTD | +44.3% | +17.7% | +26.6% | +46.2% |
| 1Y | +61.4% | +13.7% | +47.7% | +64.5% |
| All | +169.4% | +94.9% | +74.5% | +116.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling