+60.1%
DOCN vs RVTY
-30.5%
+90.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.3% | +3.1% | +3.0% |
| 7D | +1.1% | +1.1% | 0.0% | +0.2% |
| 30D | -9.6% | +13.2% | -22.8% | -17.4% |
| 3M | -37.7% | +27.2% | -64.9% | -48.7% |
| 6M | +115.2% | +32.4% | +82.8% | +69.4% |
| YTD | +133.7% | +34.9% | +98.9% | +78.1% |
| 1Y | +250.2% | +52.4% | +197.8% | +139.7% |
| 3Y | +320.3% | +12.3% | +308.0% | +246.0% |
| All | +60.1% | -30.5% | +90.6% | +132.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling