+12.2%
RGTI vs DOCU
-63.4%
+75.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | +3.2% | -11.8% | -10.0% |
| 7D | -0.9% | -0.4% | -0.5% | -0.9% |
| 30D | -16.2% | +12.9% | -29.1% | -21.3% |
| 3M | -38.6% | +35.1% | -73.7% | -47.8% |
| 6M | -45.8% | +76.2% | -122.0% | -60.7% |
| YTD | -49.8% | +17.2% | -67.0% | -56.4% |
| 1Y | -64.6% | +16.4% | -81.0% | -69.0% |
| 3Y | +1,045.4% | +95.6% | +949.8% | +715.0% |
| 5Y | +6.7% | -68.5% | +75.2% | -1.1% |
| All | +12.2% | -63.4% | +75.6% | +3.5% |
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