+4,299.5%
AMD vs DOCU
+111.8%
+4,187.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -15.5% | -3.7% | -11.8% | -14.5% |
| 30D | -22.6% | +15.0% | -37.6% | -26.5% |
| 3M | -5.7% | +39.9% | -45.6% | -17.3% |
| 6M | +43.1% | +66.2% | -23.0% | +14.8% |
| YTD | +128.2% | +17.7% | +110.5% | +103.5% |
| 1Y | +95.5% | +13.7% | +81.8% | +76.1% |
| 3Y | +335.4% | +95.9% | +239.5% | +192.8% |
| 5Y | +255.5% | -71.7% | +327.1% | +336.9% |
| All | +4,299.5% | +111.8% | +4,187.6% | +2,185.3% |
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 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