+103.3%
DOCU vs RRC
+293.2%
-189.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | 0.0% | +0.7% |
| 7D | +4.1% | +6.4% | -2.3% | +3.2% |
| 30D | +7.4% | +23.9% | -16.5% | +4.2% |
| 3M | +26.0% | +30.2% | -4.2% | +21.5% |
| 6M | +79.2% | +26.3% | +52.9% | +73.2% |
| YTD | +18.1% | +48.1% | -30.0% | +11.4% |
| 1Y | +20.5% | +37.7% | -17.2% | +14.7% |
| 3Y | +96.4% | +60.3% | +36.1% | +81.6% |
| 5Y | -69.5% | +135.3% | -204.8% | -73.2% |
| All | +103.3% | +293.2% | -189.9% | +74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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