+31.1%
RGTI vs DOCU
-64.5%
+95.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +0.2% | +10.3% | +10.4% |
| 7D | +21.6% | -4.8% | +26.4% | +24.4% |
| 30D | -7.5% | +9.4% | -16.9% | -11.8% |
| 3M | -27.6% | +29.0% | -56.7% | -37.1% |
| 6M | -31.5% | +62.3% | -93.8% | -48.3% |
| YTD | -41.4% | +13.7% | -55.1% | -48.2% |
| 1Y | -61.6% | +11.5% | -73.1% | -65.5% |
| 3Y | +1,136.2% | +94.2% | +1,042.0% | +784.3% |
| 5Y | +19.7% | -71.7% | +91.5% | +12.9% |
| All | +31.1% | -64.5% | +95.6% | +22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling