+807.5%
RGTI vs DOCS
+39.4%
+768.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.4% | -7.3% | -7.0% |
| 7D | -18.1% | +2.6% | -20.7% | -18.6% |
| 30D | -17.6% | +11.4% | -29.1% | -19.7% |
| 3M | -48.3% | +25.4% | -73.7% | -51.2% |
| 6M | -47.8% | +42.5% | -90.3% | -53.5% |
| YTD | -56.6% | -24.7% | -31.9% | -54.3% |
| 1Y | -61.8% | -32.9% | -28.9% | -58.5% |
| 3Y | +807.5% | +39.6% | +767.9% | +680.0% |
| All | +807.5% | +39.4% | +768.2% | +680.0% |
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