+80.5%
AMT vs DOCU
+107.7%
-27.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.5% | -0.3% |
| 7D | +4.4% | -3.2% | +7.6% | +4.6% |
| 30D | +17.7% | +15.7% | +2.0% | +16.3% |
| 3M | +16.7% | +37.3% | -20.6% | +13.4% |
| 6M | +11.1% | +63.1% | -52.0% | +6.3% |
| YTD | +13.9% | +15.4% | -1.5% | +11.6% |
| 1Y | +12.5% | +11.3% | +1.2% | +10.5% |
| 3Y | +13.2% | +92.1% | -78.9% | +2.7% |
| 5Y | -17.9% | -70.5% | +52.6% | -17.6% |
| All | +80.5% | +107.7% | -27.2% | +63.2% |
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