+261.9%
AMD vs DOCU
+91.1%
+170.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -2.0% | -15.3% | -17.0% |
| 7D | -28.6% | -3.2% | -25.4% | -28.3% |
| 30D | -37.7% | +15.7% | -53.4% | -38.8% |
| 3M | -16.1% | +37.3% | -53.4% | -19.8% |
| 6M | +13.8% | +63.1% | -49.3% | +4.4% |
| YTD | +88.8% | +15.4% | +73.5% | +86.7% |
| 1Y | +57.8% | +11.3% | +46.5% | +57.3% |
| All | +261.9% | +91.1% | +170.8% | +200.7% |
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