+95.7%
DOCU vs RVTY
+121.3%
-25.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.6% | -3.4% | -1.8% |
| 7D | -4.8% | +6.0% | -10.8% | -8.2% |
| 30D | +9.4% | +4.3% | +5.1% | +6.2% |
| 3M | +29.0% | +40.2% | -11.2% | +5.6% |
| 6M | +62.3% | +59.3% | +3.0% | +21.7% |
| YTD | +13.7% | +66.5% | -52.9% | -18.9% |
| 1Y | +11.5% | +77.5% | -65.9% | -23.7% |
| 3Y | +94.2% | +92.5% | +1.7% | +13.9% |
| 5Y | -71.7% | -6.8% | -64.9% | -72.0% |
| All | +95.7% | +121.3% | -25.6% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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