+87.1%
DOCN vs RVMD
+290.8%
-203.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.5% | +5.1% | +2.6% |
| 7D | -12.1% | -0.6% | -11.5% | -11.8% |
| 30D | -41.0% | +1.7% | -42.8% | -41.3% |
| 3M | -38.7% | -6.7% | -32.0% | -37.4% |
| 6M | -51.5% | +36.1% | -87.6% | -55.7% |
| YTD | +65.3% | +142.4% | -77.1% | +18.6% |
| 1Y | +53.9% | +207.8% | -153.9% | +1.6% |
| 3Y | +215.6% | +879.5% | -663.9% | +36.5% |
| 5Y | -26.2% | +509.0% | -535.2% | -70.0% |
| All | +87.1% | +290.8% | -203.7% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling