-97.8%
AMC vs DOCU
+107.7%
-205.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -2.0% | -10.5% | -12.0% |
| 7D | 0.0% | -3.2% | +3.2% | +1.0% |
| 30D | +4.4% | +15.7% | -11.3% | 0.0% |
| 3M | +15.4% | +37.3% | -21.9% | +4.7% |
| 6M | +93.7% | +63.1% | +30.6% | +67.6% |
| YTD | +97.4% | +15.4% | +82.1% | +85.9% |
| 1Y | +23.2% | +11.3% | +11.9% | +17.1% |
| 3Y | -71.3% | +92.1% | -163.3% | -77.9% |
| 5Y | -99.3% | -70.5% | -28.8% | -99.3% |
| All | -97.8% | +107.7% | -205.5% | -98.7% |
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 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