+230.9%
AMZN vs DOCU
+107.7%
+123.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.0% | -0.2% | -1.7% |
| 7D | +6.7% | -3.2% | +9.9% | +7.6% |
| 30D | +1.5% | +15.7% | -14.2% | -2.6% |
| 3M | -4.6% | +37.3% | -41.8% | -13.2% |
| 6M | -4.9% | +63.1% | -68.0% | -18.5% |
| YTD | +12.7% | +15.4% | -2.6% | +5.2% |
| 1Y | +4.0% | +11.3% | -7.3% | -2.2% |
| 3Y | +87.7% | +92.1% | -4.3% | +42.9% |
| 5Y | +47.9% | -70.5% | +118.4% | +64.6% |
| All | +230.9% | +107.7% | +123.2% | +104.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling