-22.9%
RDW vs DOCU
-68.8%
+45.9%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | +29.7% | +1.6% | +28.2% | +28.9% |
| 30D | -12.3% | +10.8% | -23.2% | -15.7% |
| 3M | -40.5% | +38.0% | -78.4% | -47.7% |
| 6M | -30.5% | +77.4% | -107.9% | -45.8% |
| YTD | +5.7% | +17.2% | -11.5% | -5.5% |
| 1Y | +34.5% | +15.6% | +18.9% | +21.1% |
| 3Y | +229.1% | +95.6% | +133.5% | +147.5% |
| 5Y | -28.6% | -69.7% | +41.1% | -22.2% |
| All | -22.9% | -68.8% | +45.9% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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