+101.7%
DOCU vs RY
+262.4%
-160.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +1.6% | -0.5% | +2.1% | +1.9% |
| 30D | +10.8% | +4.7% | +6.1% | +8.0% |
| 3M | +38.0% | -4.5% | +42.4% | +40.9% |
| 6M | +77.4% | +12.5% | +64.9% | +64.4% |
| YTD | +17.2% | +21.1% | -4.0% | +3.5% |
| 1Y | +15.6% | +38.6% | -23.1% | -5.9% |
| 3Y | +95.6% | +160.2% | -64.6% | +9.0% |
| 5Y | -69.7% | +124.7% | -194.4% | -81.4% |
| All | +101.7% | +262.4% | -160.7% | +8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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