+203.9%
DOCN vs RVMD
+793.5%
-589.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +8.2% | -5.7% | +0.3% |
| 7D | -19.2% | +0.5% | -19.7% | -19.1% |
| 30D | -43.1% | -4.3% | -38.8% | -42.4% |
| 3M | -40.7% | -2.8% | -37.9% | -40.2% |
| 6M | -55.0% | +27.3% | -82.3% | -57.4% |
| YTD | +50.6% | +141.4% | -90.8% | +12.6% |
| 1Y | +54.0% | +213.3% | -159.3% | +3.5% |
| 3Y | +203.9% | +792.7% | -588.8% | +34.0% |
| All | +203.9% | +793.5% | -589.6% | +34.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling