-10.3%
DOCU vs RGEN
+45.2%
-55.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +4.9% | +3.9% |
| 7D | +6.9% | -4.9% | +11.8% | +7.7% |
| 30D | +19.0% | +5.7% | +13.3% | +18.2% |
| 3M | +34.3% | +32.4% | +1.9% | +29.0% |
| 6M | +48.0% | +33.2% | +14.8% | +41.3% |
| YTD | 0.0% | +2.3% | -2.3% | -3.3% |
| 1Y | -10.3% | +39.0% | -49.3% | -3.7% |
| All | -10.3% | +45.2% | -55.5% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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