+56.2%
RGTI vs DOCU
-78.0%
+134.2%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -1.7% |
| 7D | -2.5% | +6.9% | -9.4% | -5.7% |
| 30D | -9.4% | +19.0% | -28.4% | -17.5% |
| 3M | -37.1% | +34.3% | -71.4% | -47.3% |
| 6M | -14.4% | +48.0% | -62.4% | -33.7% |
| YTD | -31.4% | 0.0% | -31.4% | -35.0% |
| 1Y | +0.5% | -10.3% | +10.8% | +0.7% |
| 3Y | +726.1% | +32.4% | +693.7% | +593.5% |
| All | +56.2% | -78.0% | +134.2% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling