+239.1%
AMZN vs DOCU
+112.5%
+126.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | +2.8% | +4.1% | -1.2% | +1.7% |
| 30D | +5.0% | +7.4% | -2.4% | +2.8% |
| 3M | +0.6% | +26.0% | -25.4% | -6.2% |
| 6M | -1.3% | +79.2% | -80.5% | -17.5% |
| YTD | +15.5% | +18.1% | -2.5% | +7.2% |
| 1Y | +12.2% | +20.5% | -8.3% | +3.2% |
| 3Y | +87.0% | +96.4% | -9.4% | +41.5% |
| 5Y | +51.3% | -69.5% | +120.8% | +66.9% |
| All | +239.1% | +112.5% | +126.6% | +108.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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