+70.5%
DOCN vs RVTY
+24.5%
+46.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.3% | +0.6% |
| 7D | -19.2% | -1.2% | -17.9% | -18.3% |
| 30D | -43.1% | +1.0% | -44.1% | -43.0% |
| 3M | -40.7% | +35.8% | -76.5% | -52.3% |
| 6M | -55.0% | +56.7% | -111.7% | -68.2% |
| YTD | +50.6% | +60.7% | -10.1% | +1.7% |
| 1Y | +54.0% | +73.7% | -19.7% | -2.8% |
| 3Y | +203.9% | +82.8% | +121.1% | +67.3% |
| 5Y | -29.4% | -7.0% | -22.3% | -20.3% |
| All | +70.5% | +24.5% | +46.1% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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