-5.8%
AMCR vs DOCU
-71.8%
+66.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.6% |
| 7D | -7.9% | -4.8% | -3.1% | -7.5% |
| 30D | +8.2% | +9.4% | -1.2% | +7.3% |
| 3M | -4.3% | +29.0% | -33.4% | -6.7% |
| 6M | +16.6% | +62.3% | -45.7% | +11.1% |
| YTD | +13.1% | +13.7% | -0.6% | +11.1% |
| 1Y | +14.4% | +11.5% | +2.9% | +12.5% |
| 3Y | +18.4% | +94.2% | -75.8% | +6.4% |
| 5Y | -5.8% | -71.7% | +65.9% | -8.0% |
| All | -5.8% | -71.8% | +66.0% | -8.0% |
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