-31.1%
DOCN vs RMD
-4.5%
-26.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -0.5% | -15.4% | -15.6% |
| 7D | -29.3% | -5.3% | -23.9% | -27.5% |
| 30D | -46.0% | +8.4% | -54.5% | -48.2% |
| 3M | -43.2% | +7.1% | -50.3% | -45.8% |
| 6M | -53.7% | +15.8% | -69.5% | -58.6% |
| YTD | +46.9% | +0.2% | +46.8% | +40.9% |
| 1Y | +54.3% | -1.4% | +55.7% | +49.1% |
| 3Y | +185.5% | +61.3% | +124.2% | +69.1% |
| 5Y | -31.1% | -3.9% | -27.2% | -28.4% |
| All | -31.1% | -4.5% | -26.6% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling