+98.6%
DOCU vs RRC
+280.8%
-182.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.7% | +1.7% | -1.5% |
| 7D | -3.2% | -6.9% | +3.7% | -2.4% |
| 30D | +15.7% | +25.4% | -9.7% | +12.1% |
| 3M | +37.3% | +31.9% | +5.4% | +32.0% |
| 6M | +63.1% | +17.2% | +45.9% | +59.2% |
| YTD | +15.4% | +43.4% | -28.0% | +9.3% |
| 1Y | +11.3% | +36.7% | -25.4% | +6.0% |
| 3Y | +92.1% | +38.8% | +53.2% | +80.7% |
| 5Y | -70.5% | +118.3% | -188.8% | -73.9% |
| All | +98.6% | +280.8% | -182.1% | +71.3% |
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