+47.9%
AMZN vs DOCN
-34.6%
+82.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -15.9% | +13.7% | +1.2% |
| 7D | +6.7% | -29.3% | +36.0% | +14.3% |
| 30D | +1.5% | -46.0% | +47.6% | +14.7% |
| 3M | -4.6% | -43.2% | +38.6% | +5.1% |
| 6M | -4.9% | -53.7% | +48.8% | +7.5% |
| YTD | +12.7% | +46.9% | -34.2% | -10.3% |
| 1Y | +4.0% | +54.3% | -50.3% | -18.6% |
| 3Y | +87.7% | +185.5% | -97.8% | +13.8% |
| 5Y | +47.9% | -31.1% | +79.0% | +7.8% |
| All | +47.9% | -34.6% | +82.5% | +7.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling