+31.1%
RDW vs DOCS
-65.3%
+96.5%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.7% |
| 7D | +3.6% | -8.1% | +11.7% | +3.7% |
| 30D | -18.4% | -5.6% | -12.8% | -18.4% |
| 3M | -32.1% | +18.3% | -50.4% | -32.7% |
| 6M | +10.9% | -5.1% | +16.0% | +10.1% |
| YTD | +40.8% | -45.4% | +86.2% | +48.4% |
| 1Y | +31.1% | -65.2% | +96.3% | +58.2% |
| All | +31.1% | -65.3% | +96.5% | +58.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling