+97.4%
RDDT vs DOCS
+15.9%
+81.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.8% |
| 7D | +6.1% | +0.1% | +6.1% | +6.1% |
| 30D | -35.9% | +8.7% | -44.6% | -37.0% |
| 3M | -35.1% | +32.9% | -68.0% | -39.9% |
| 6M | -34.7% | +25.5% | -60.2% | -39.9% |
| YTD | -56.7% | -25.0% | -31.7% | -55.1% |
| 1Y | -50.9% | -34.9% | -16.1% | -47.6% |
| All | +97.4% | +15.9% | +81.4% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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