+95.5%
DOCU vs AMP
+331.1%
-235.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.3% |
| 7D | -3.4% | +3.3% | -6.7% | -4.9% |
| 30D | +9.3% | +4.2% | +5.0% | +7.0% |
| 3M | +30.2% | -6.4% | +36.6% | +33.7% |
| 6M | +62.1% | +12.4% | +49.7% | +53.1% |
| YTD | +13.5% | +7.4% | +6.1% | +8.7% |
| 1Y | +11.5% | +14.7% | -3.2% | +3.5% |
| 3Y | +89.5% | +60.8% | +28.7% | +50.5% |
| 5Y | -69.6% | +83.4% | -153.0% | -76.9% |
| All | +95.5% | +331.1% | -235.6% | +6.4% |
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