+271,589.3%
AMZN vs DOC
+722.5%
+270,866.8%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +5.1% |
| 7D | +4.5% | +8.7% | -4.2% | +1.6% |
| 30D | +5.8% | +7.6% | -1.8% | +3.0% |
| 3M | -4.1% | -5.3% | +1.2% | -2.7% |
| 6M | -2.2% | +27.6% | -29.8% | -11.2% |
| YTD | +15.3% | +32.4% | -17.2% | +3.0% |
| 1Y | +6.7% | +22.9% | -16.2% | -2.2% |
| 3Y | +91.9% | +43.1% | +48.8% | +63.1% |
| 5Y | +53.0% | -21.4% | +74.4% | +59.5% |
| 10Y | +604.7% | +16.8% | +587.8% | +483.3% |
| All | +271,589.3% | +722.5% | +270,866.8% | +85,749.0% |
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