+5.0%
DOCU vs AMRZ
-17.5%
+22.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.2% | -1.5% |
| 7D | -5.5% | +1.2% | -6.7% | -5.6% |
| 30D | +12.6% | +15.1% | -2.4% | +11.1% |
| 3M | +36.4% | -18.1% | +54.5% | +39.2% |
| 6M | +66.8% | -23.5% | +90.3% | +71.6% |
| YTD | +13.5% | -21.6% | +35.1% | +15.1% |
| 1Y | +11.3% | -14.7% | +26.0% | +9.1% |
| All | +5.0% | -17.5% | +22.4% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling