+62.0%
RGTI vs DOCS
-40.7%
+102.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -7.3% | +11.3% | +5.5% |
| 7D | +5.5% | -7.3% | +12.8% | +7.0% |
| 30D | -11.9% | -10.9% | -1.0% | -10.2% |
| 3M | -27.4% | +20.3% | -47.7% | -31.3% |
| 6M | -7.1% | -3.6% | -3.4% | -8.8% |
| YTD | -28.6% | -44.9% | +16.2% | -21.4% |
| 1Y | +4.4% | -64.9% | +69.2% | +27.6% |
| 3Y | +698.5% | +7.6% | +690.9% | +656.4% |
| 5Y | +64.2% | -74.0% | +138.1% | +70.0% |
| All | +62.0% | -40.7% | +102.7% | +68.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling