+560.7%
AMZN vs DOC
+15.7%
+545.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.5% |
| 7D | +7.9% | +6.5% | +1.4% | +6.4% |
| 30D | -0.2% | +9.2% | -9.4% | -2.3% |
| 3M | -4.8% | -2.5% | -2.3% | -4.4% |
| 6M | -5.7% | +7.1% | -12.8% | -7.6% |
| YTD | +12.3% | +33.0% | -20.7% | +3.9% |
| 1Y | +6.7% | +23.3% | -16.6% | +0.5% |
| 3Y | +85.6% | +44.9% | +40.6% | +65.4% |
| 5Y | +47.4% | -21.6% | +69.0% | +51.6% |
| All | +560.7% | +15.7% | +545.0% | +524.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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