+103.1%
DOCN vs RVMD
+248.8%
-145.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.3% | -1.9% | -3.5% |
| 7D | +19.1% | -10.4% | +29.5% | +22.8% |
| 30D | -21.0% | -11.0% | -10.0% | -18.3% |
| 3M | -34.7% | -14.7% | -20.0% | -31.8% |
| 6M | -45.8% | +14.9% | -60.7% | -48.1% |
| YTD | +79.4% | +116.3% | -36.9% | +32.8% |
| 1Y | +91.0% | +167.6% | -76.6% | +31.3% |
| 3Y | +237.5% | +776.8% | -539.3% | +50.5% |
| 5Y | -30.4% | +424.8% | -455.2% | -70.8% |
| All | +103.1% | +248.8% | -145.7% | -15.6% |
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