+97.7%
DOCN vs RMD
+30.5%
+67.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +5.9% | -13.1% | -9.8% |
| 7D | -20.0% | -3.9% | -16.2% | -18.7% |
| 30D | -38.8% | +7.9% | -46.7% | -41.0% |
| 3M | -34.8% | +8.1% | -42.9% | -37.9% |
| 6M | -22.8% | +15.5% | -38.3% | -30.5% |
| YTD | +74.6% | +0.7% | +73.9% | +67.4% |
| 1Y | +116.4% | -1.4% | +117.8% | +109.5% |
| 3Y | +239.3% | +62.1% | +177.2% | +112.0% |
| 5Y | -20.2% | -4.2% | -16.0% | -25.9% |
| All | +97.7% | +30.5% | +67.2% | +54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling