+4.3%
RGTI vs DOCU
-63.4%
+67.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | 0.0% | -7.0% | -7.0% |
| 7D | +4.9% | +1.6% | +3.3% | +3.8% |
| 30D | -19.2% | +10.8% | -30.0% | -23.5% |
| 3M | -43.9% | +38.0% | -81.9% | -52.8% |
| 6M | -45.8% | +77.4% | -123.2% | -60.9% |
| YTD | -53.4% | +17.2% | -70.5% | -59.4% |
| 1Y | -63.5% | +15.6% | -79.1% | -67.8% |
| 3Y | +964.9% | +95.6% | +869.4% | +657.8% |
| 5Y | -2.1% | -69.7% | +67.6% | -9.2% |
| All | +4.3% | -63.4% | +67.7% | -3.8% |
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