+1,029.8%
RGTI vs DOCS
+47.6%
+982.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.3% | -2.0% | +21.3% | +19.7% |
| 7D | +4.4% | -0.8% | +5.2% | +4.6% |
| 30D | -19.5% | +17.4% | -36.9% | -22.2% |
| 3M | -28.9% | +57.4% | -86.3% | -36.5% |
| 6M | -41.5% | +26.5% | -68.1% | -45.9% |
| YTD | -47.0% | -26.6% | -20.4% | -44.2% |
| 1Y | -65.8% | -48.1% | -17.8% | -60.8% |
| 3Y | +1,029.8% | +52.6% | +977.2% | +1,056.2% |
| All | +1,029.8% | +47.6% | +982.2% | +1,056.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling