+11.3%
DOCU vs RBA
-3.3%
+14.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -1.3% |
| 7D | -5.5% | +4.3% | -9.8% | -6.7% |
| 30D | +12.6% | +16.3% | -3.7% | +7.6% |
| 3M | +36.4% | +1.3% | +35.1% | +35.5% |
| 6M | +66.8% | -11.1% | +77.9% | +70.5% |
| YTD | +13.5% | -8.5% | +21.9% | +16.1% |
| 1Y | +11.3% | -2.1% | +13.4% | +11.5% |
| All | +11.3% | -3.3% | +14.6% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling