+244.5%
AMZN vs DOCU
+104.4%
+140.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.0% | -3.4% | +11.4% | +9.0% |
| 30D | +3.2% | +9.3% | -6.0% | +0.6% |
| 3M | -2.6% | +30.2% | -32.8% | -10.1% |
| 6M | -0.7% | +62.1% | -62.8% | -14.7% |
| YTD | +17.4% | +13.5% | +3.8% | +10.0% |
| 1Y | +9.0% | +11.5% | -2.5% | +2.5% |
| 3Y | +88.7% | +89.5% | -0.8% | +44.1% |
| 5Y | +55.6% | -69.6% | +125.2% | +71.9% |
| All | +244.5% | +104.4% | +140.1% | +113.9% |
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