+101.7%
DOCU vs AMP
+331.2%
-229.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | 0.0% | +3.2% | +3.2% |
| 7D | -0.4% | -1.1% | +0.6% | 0.0% |
| 30D | +12.9% | +4.4% | +8.6% | +10.5% |
| 3M | +35.1% | -7.3% | +42.4% | +39.3% |
| 6M | +76.2% | +12.9% | +63.3% | +66.0% |
| YTD | +17.2% | +7.5% | +9.7% | +12.1% |
| 1Y | +16.4% | +13.3% | +3.1% | +8.7% |
| 3Y | +95.6% | +60.8% | +34.7% | +55.4% |
| 5Y | -68.5% | +82.7% | -151.2% | -76.0% |
| All | +101.7% | +331.2% | -229.4% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 10y: compounded portfolio wealth divided by compounded AMP 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…
10y analysis · Full analysis span regression · 6 months rolling