+72.2%
DOCU vs RBA
+197.8%
-125.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.3% | +3.4% | +3.6% |
| 7D | +6.9% | -2.9% | +9.8% | +8.0% |
| 30D | +19.0% | -12.3% | +31.3% | +24.7% |
| 3M | +34.3% | -20.5% | +54.8% | +45.0% |
| 6M | +48.0% | -18.5% | +66.6% | +57.8% |
| YTD | 0.0% | -18.2% | +18.2% | +6.1% |
| 1Y | -10.3% | -27.5% | +17.2% | -0.7% |
| 3Y | +32.4% | +38.1% | -5.7% | +12.7% |
| 5Y | -77.9% | +44.8% | -122.7% | -82.0% |
| All | +72.2% | +197.8% | -125.7% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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