+153.0%
RDW vs DOCU
+87.9%
+65.1%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.5% | -1.7% | +18.1% | +17.0% |
| 7D | -14.1% | -5.5% | -8.5% | -12.3% |
| 30D | -29.6% | +12.6% | -42.2% | -32.7% |
| 3M | -39.1% | +36.4% | -75.5% | -46.3% |
| 6M | -25.2% | +66.8% | -92.0% | -41.5% |
| YTD | -5.1% | +13.5% | -18.6% | -12.6% |
| 1Y | +20.6% | +11.3% | +9.3% | +12.3% |
| 3Y | +153.0% | +92.1% | +60.9% | +128.6% |
| All | +153.0% | +87.9% | +65.1% | +128.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling