+164.6%
DOCN vs RMD
+23.9%
+140.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.0% |
| 7D | +1.1% | -5.0% | +6.1% | +3.5% |
| 30D | -9.6% | +2.2% | -11.9% | -11.1% |
| 3M | -37.7% | +17.8% | -55.5% | -44.2% |
| 6M | +115.2% | -11.3% | +126.5% | +124.4% |
| YTD | +133.7% | -4.4% | +138.2% | +130.9% |
| 1Y | +250.2% | -15.7% | +265.9% | +273.3% |
| 3Y | +320.3% | +47.7% | +272.6% | +177.9% |
| 5Y | +53.1% | -19.2% | +72.3% | +47.6% |
| All | +164.6% | +23.9% | +140.7% | +113.4% |
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 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