+203.9%
DOCN vs RMD
+57.4%
+146.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +2.7% |
| 7D | -19.2% | +2.3% | -21.5% | -19.4% |
| 30D | -43.1% | +4.1% | -47.2% | -43.3% |
| 3M | -40.7% | +5.7% | -46.4% | -41.2% |
| 6M | -55.0% | +12.9% | -67.9% | -56.1% |
| YTD | +50.6% | -1.5% | +52.1% | +51.9% |
| 1Y | +54.0% | -4.8% | +58.7% | +57.0% |
| 3Y | +203.9% | +57.5% | +146.4% | +150.5% |
| All | +203.9% | +57.4% | +146.5% | +150.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling