-99.4%
AMC vs DOCU
-78.0%
-21.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +3.7% | +0.6% | +2.6% |
| 7D | +2.3% | +6.9% | -4.6% | -0.9% |
| 30D | -0.7% | +19.0% | -19.7% | -8.9% |
| 3M | +35.2% | +34.3% | +0.9% | +16.3% |
| 6M | +124.6% | +48.0% | +76.6% | +83.9% |
| YTD | +69.9% | 0.0% | +69.9% | +65.6% |
| 1Y | -2.6% | -10.3% | +7.7% | -1.1% |
| 3Y | -79.8% | +32.4% | -112.2% | -85.6% |
| All | -99.4% | -78.0% | -21.5% | -99.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling