+72.2%
DOCU vs RY
+274.3%
-202.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +4.1% |
| 7D | +6.9% | +3.1% | +3.8% | +5.1% |
| 30D | +19.0% | -0.3% | +19.3% | +18.9% |
| 3M | +34.3% | +8.7% | +25.6% | +27.5% |
| 6M | +48.0% | +28.5% | +19.5% | +27.1% |
| YTD | 0.0% | +25.1% | -25.1% | -13.0% |
| 1Y | -10.3% | +46.3% | -56.6% | -28.9% |
| 3Y | +32.4% | +154.9% | -122.5% | -25.1% |
| 5Y | -77.9% | +140.3% | -218.2% | -86.8% |
| All | +72.2% | +274.3% | -202.1% | -9.0% |
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