+24.3%
AMCR vs DOCU
+80.0%
-55.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.5% |
| 7D | -1.9% | +6.9% | -8.8% | -2.4% |
| 30D | -4.1% | +19.0% | -23.1% | -5.5% |
| 3M | +21.7% | +34.3% | -12.6% | +18.5% |
| 6M | +1.5% | +48.0% | -46.5% | -2.2% |
| YTD | +13.1% | 0.0% | +13.1% | +12.4% |
| 1Y | +16.5% | -10.3% | +26.8% | +16.6% |
| 3Y | +10.3% | +32.4% | -22.1% | +4.5% |
| 5Y | -7.7% | -77.9% | +70.3% | -5.2% |
| All | +24.3% | +80.0% | -55.7% | +7.6% |
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 2016-09-04 to 2026-09-04: 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling