+88.3%
AMZN vs DOCU
+33.7%
+54.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.8% | -0.8% |
| 7D | -3.0% | +6.9% | -9.9% | -4.2% |
| 30D | -5.2% | +19.0% | -24.2% | -8.5% |
| 3M | +1.9% | +34.3% | -32.4% | -4.5% |
| 6M | +19.2% | +48.0% | -28.8% | +8.7% |
| YTD | +12.0% | 0.0% | +12.0% | +11.1% |
| 1Y | +9.7% | -10.3% | +20.0% | +10.9% |
| All | +88.3% | +33.7% | +54.7% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling