+9.3%
DOCU vs AMRZ
-19.2%
+28.4%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.6% | +0.7% |
| 7D | +4.1% | -2.1% | +6.1% | +4.3% |
| 30D | +7.4% | +13.0% | -5.6% | +6.0% |
| 3M | +26.0% | -12.1% | +38.1% | +27.8% |
| 6M | +79.2% | -19.1% | +98.3% | +82.7% |
| YTD | +18.1% | -23.3% | +41.3% | +20.0% |
| 1Y | +20.5% | -16.6% | +37.1% | +18.3% |
| All | +9.3% | -19.2% | +28.4% | +7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling