-5.7%
RDW vs DOCS
-75.4%
+69.7%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -7.3% | +14.0% | +8.7% |
| 7D | +9.5% | -7.3% | +16.8% | +11.6% |
| 30D | -17.4% | -10.9% | -6.5% | -15.2% |
| 3M | -39.5% | +20.3% | -59.8% | -43.9% |
| 6M | +31.3% | -3.6% | +35.0% | +26.8% |
| YTD | +47.8% | -44.9% | +92.6% | +68.8% |
| 1Y | +33.8% | -64.9% | +98.7% | +76.9% |
| 3Y | +262.3% | +7.6% | +254.6% | +206.4% |
| 5Y | -5.7% | -74.0% | +68.2% | +5.5% |
| All | -5.7% | -75.4% | +69.7% | +5.5% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling