+159.9%
DOCN vs AMRZ
-17.5%
+177.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +2.9% |
| 7D | -19.2% | +1.2% | -20.3% | -19.2% |
| 30D | -43.1% | +15.1% | -58.1% | -44.7% |
| 3M | -40.7% | -18.1% | -22.6% | -37.9% |
| 6M | -55.0% | -23.5% | -31.5% | -52.3% |
| YTD | +50.6% | -21.6% | +72.2% | +56.1% |
| 1Y | +54.0% | -14.7% | +68.7% | +56.7% |
| All | +159.9% | -17.5% | +177.3% | +163.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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