+95.2%
RDDT vs DOCS
+16.4%
+78.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | +3.5% | +2.6% | +1.0% | +2.9% |
| 30D | -33.7% | +11.4% | -45.2% | -35.3% |
| 3M | -37.7% | +25.4% | -63.1% | -41.4% |
| 6M | -36.1% | +42.5% | -78.7% | -43.0% |
| YTD | -57.2% | -24.7% | -32.5% | -55.7% |
| 1Y | -48.0% | -32.9% | -15.1% | -44.9% |
| All | +95.2% | +16.4% | +78.8% | +65.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling