+263,909.3%
AMZN vs DOC
+733.3%
+263,176.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.8% | +1.7% | +0.5% |
| 7D | -3.0% | -1.5% | -1.5% | -2.5% |
| 30D | -5.2% | -4.8% | -0.4% | -3.7% |
| 3M | +1.9% | +6.9% | -5.0% | -0.8% |
| 6M | +19.2% | +20.7% | -1.5% | +10.5% |
| YTD | +12.0% | +34.1% | -22.2% | -0.1% |
| 1Y | +9.7% | +22.6% | -13.0% | +0.6% |
| 3Y | +87.2% | +20.8% | +66.3% | +68.8% |
| 5Y | +48.7% | -24.9% | +73.5% | +57.6% |
| 10Y | +569.3% | -1.8% | +571.2% | +492.7% |
| All | +263,909.3% | +733.3% | +263,176.0% | +83,157.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling