+70.5%
DOCN vs RMD
+27.7%
+42.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.3% |
| 7D | -19.2% | +2.3% | -21.5% | -20.2% |
| 30D | -43.1% | +4.1% | -47.2% | -44.2% |
| 3M | -40.7% | +5.7% | -46.4% | -42.9% |
| 6M | -55.0% | +12.9% | -67.9% | -59.0% |
| YTD | +50.6% | -1.5% | +52.1% | +45.9% |
| 1Y | +54.0% | -4.8% | +58.7% | +51.8% |
| 3Y | +203.9% | +57.5% | +146.4% | +92.9% |
| 5Y | -29.4% | -5.5% | -23.9% | -33.7% |
| All | +70.5% | +27.7% | +42.8% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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