+226.0%
RDW vs DOCS
+55.4%
+170.6%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +1.1% | +11.9% | +12.8% |
| 7D | +4.1% | 0.0% | +4.1% | +4.2% |
| 30D | -14.9% | +7.8% | -22.7% | -16.1% |
| 3M | -40.0% | +20.0% | -60.0% | -42.5% |
| 6M | -26.4% | +26.5% | -52.9% | -31.8% |
| YTD | +7.2% | -25.8% | +33.0% | +13.5% |
| 1Y | +24.2% | -39.5% | +63.7% | +39.3% |
| 3Y | +226.0% | +60.3% | +165.7% | +241.2% |
| All | +226.0% | +55.4% | +170.6% | +241.2% |
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 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