+7.1%
RGTI vs DOCU
-71.0%
+78.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.3% | -1.7% | +20.9% | +20.1% |
| 7D | +4.4% | -5.5% | +10.0% | +7.3% |
| 30D | -19.5% | +12.6% | -32.1% | -24.6% |
| 3M | -28.9% | +36.4% | -65.3% | -40.4% |
| 6M | -41.5% | +66.8% | -108.3% | -57.5% |
| YTD | -47.0% | +13.5% | -60.4% | -53.5% |
| 1Y | -65.8% | +11.3% | -77.1% | -69.5% |
| 3Y | +1,029.8% | +92.1% | +937.8% | +684.4% |
| All | +7.1% | -71.0% | +78.1% | +2.0% |
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