+47.3%
AMZN vs DOCU
-78.0%
+125.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.8% | -1.1% |
| 7D | -3.0% | +6.9% | -9.9% | -4.8% |
| 30D | -5.2% | +19.0% | -24.2% | -10.0% |
| 3M | +1.9% | +34.3% | -32.4% | -7.1% |
| 6M | +19.2% | +48.0% | -28.8% | +4.7% |
| YTD | +12.0% | 0.0% | +12.0% | +9.4% |
| 1Y | +9.7% | -10.3% | +20.0% | +9.7% |
| 3Y | +87.2% | +32.4% | +54.8% | +57.5% |
| All | +47.3% | -78.0% | +125.3% | +57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling