+67.5%
AMZN vs DOCN
+171.0%
-103.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.8% | -3.0% | -0.7% |
| 7D | -3.0% | +1.1% | -4.1% | -3.2% |
| 30D | -5.2% | -9.6% | +4.4% | -3.8% |
| 3M | +1.9% | -37.7% | +39.5% | +10.6% |
| 6M | +19.2% | +115.2% | -96.0% | -7.6% |
| YTD | +12.0% | +133.7% | -121.7% | -16.2% |
| 1Y | +9.7% | +250.2% | -240.5% | -27.1% |
| 3Y | +87.2% | +320.3% | -233.1% | +11.0% |
| 5Y | +48.7% | +53.1% | -4.5% | -0.7% |
| All | +67.5% | +171.0% | -103.5% | +4.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling