+303.3%
DOCN vs AMRZ
-13.6%
+316.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +1.1% | -1.9% | +3.0% | +1.6% |
| 30D | -9.6% | -16.9% | +7.3% | -5.3% |
| 3M | -37.7% | -19.2% | -18.5% | -34.7% |
| 6M | +115.2% | -29.3% | +144.5% | +131.0% |
| YTD | +133.7% | -18.0% | +151.7% | +140.1% |
| 1Y | +250.2% | -15.1% | +265.2% | +258.8% |
| All | +303.3% | -13.6% | +316.9% | +305.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling