+75.7%
AMT vs DOCU
+104.2%
-28.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.7% | -1.0% | -2.5% |
| 7D | +0.5% | -5.5% | +6.1% | +1.0% |
| 30D | +13.6% | +12.6% | +1.0% | +12.5% |
| 3M | +11.5% | +36.4% | -24.9% | +8.4% |
| 6M | +6.9% | +66.8% | -59.9% | +2.1% |
| YTD | +10.8% | +13.5% | -2.6% | +8.8% |
| 1Y | +10.3% | +11.3% | -1.0% | +8.4% |
| 3Y | +12.4% | +92.1% | -79.6% | +2.0% |
| 5Y | -20.1% | -71.0% | +50.9% | -19.7% |
| All | +75.7% | +104.2% | -28.6% | +59.1% |
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