+103.3%
DOCU vs RCAT
-54.8%
+158.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +0.8% |
| 7D | +4.1% | -5.9% | +10.0% | +4.1% |
| 30D | +7.4% | -19.7% | +27.0% | +7.5% |
| 3M | +26.0% | -62.9% | +88.9% | +27.3% |
| 6M | +79.2% | -59.6% | +138.8% | +80.6% |
| YTD | +18.1% | -52.1% | +70.2% | +18.4% |
| 1Y | +20.5% | -50.9% | +71.4% | +20.8% |
| 3Y | +96.4% | +333.8% | -237.4% | +90.7% |
| 5Y | -69.5% | +40.7% | -110.2% | -70.3% |
| All | +103.3% | -54.8% | +158.0% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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