+103.3%
DOCU vs AMP
+330.7%
-227.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | +4.1% | +3.9% | +0.1% | +2.2% |
| 30D | +7.4% | +5.1% | +2.2% | +4.7% |
| 3M | +26.0% | -8.7% | +34.7% | +30.7% |
| 6M | +79.2% | +11.4% | +67.8% | +69.9% |
| YTD | +18.1% | +7.3% | +10.7% | +13.0% |
| 1Y | +20.5% | +14.6% | +6.0% | +12.0% |
| 3Y | +96.4% | +61.2% | +35.2% | +55.8% |
| 5Y | -69.5% | +81.0% | -150.5% | -76.7% |
| All | +103.3% | +330.7% | -227.4% | +10.7% |
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