+72.4%
AMZN vs DOCN
+110.0%
-37.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +9.6% | -11.3% | -3.7% |
| 7D | +0.1% | +3.7% | -3.7% | -1.1% |
| 30D | +2.6% | -33.7% | +36.2% | +10.4% |
| 3M | -2.2% | -27.9% | +25.7% | +2.0% |
| 6M | -1.0% | -46.4% | +45.4% | +8.2% |
| YTD | +15.3% | +81.1% | -65.8% | -10.8% |
| 1Y | +6.9% | +74.3% | -67.4% | -16.6% |
| 3Y | +85.4% | +245.8% | -160.4% | +12.9% |
| 5Y | +53.3% | -23.7% | +77.0% | +10.9% |
| All | +72.4% | +110.0% | -37.6% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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