+15.4%
AMCR vs DOCU
+98.0%
-82.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | -2.4% | +4.1% | -6.4% | -2.6% |
| 30D | +3.6% | +7.4% | -3.8% | +3.2% |
| 3M | -4.2% | +26.0% | -30.2% | -5.3% |
| 6M | +15.5% | +79.2% | -63.7% | +12.4% |
| YTD | +9.7% | +18.1% | -8.3% | +9.1% |
| 1Y | +8.3% | +20.5% | -12.2% | +7.5% |
| 3Y | +15.4% | +96.4% | -81.0% | +10.8% |
| All | +15.4% | +98.0% | -82.7% | +10.8% |
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