+203.9%
DOCN vs RSG
+66.1%
+137.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +1.8% |
| 7D | -19.2% | +1.2% | -20.3% | -18.3% |
| 30D | -43.1% | +14.2% | -57.2% | -37.7% |
| 3M | -40.7% | +17.8% | -58.5% | -34.1% |
| 6M | -55.0% | +24.0% | -79.0% | -49.2% |
| YTD | +50.6% | +17.5% | +33.1% | +68.1% |
| 1Y | +54.0% | +21.9% | +32.0% | +71.9% |
| 3Y | +203.9% | +64.6% | +139.3% | +290.3% |
| All | +203.9% | +66.1% | +137.8% | +290.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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