+7.9%
RDW vs DOCU
-74.7%
+82.5%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -4.9% | +11.5% | +8.4% |
| 7D | +9.5% | +0.7% | +8.8% | +9.0% |
| 30D | -17.4% | +8.0% | -25.4% | -20.3% |
| 3M | -39.5% | +41.0% | -80.5% | -48.0% |
| 6M | +31.3% | +33.7% | -2.3% | +13.3% |
| YTD | +47.8% | -4.9% | +52.6% | +43.2% |
| 1Y | +33.8% | -20.4% | +54.2% | +38.6% |
| 3Y | +262.3% | +29.6% | +232.6% | +216.1% |
| 5Y | -5.7% | -76.9% | +71.2% | +12.5% |
| All | +7.9% | -74.7% | +82.5% | +30.9% |
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