+31.1%
RDW vs DOCU
-21.0%
+52.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.8% | -4.8% |
| 7D | +3.6% | -1.4% | +5.0% | +3.5% |
| 30D | -18.4% | +8.1% | -26.5% | -18.1% |
| 3M | -32.1% | +43.0% | -75.1% | -31.4% |
| 6M | +10.9% | +32.4% | -21.5% | +11.8% |
| YTD | +40.8% | -5.8% | +46.6% | +41.8% |
| 1Y | +31.1% | -19.2% | +50.4% | +33.1% |
| All | +31.1% | -21.0% | +52.1% | +33.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling