+53.5%
RGTI vs DOCU
-68.8%
+122.3%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.7% | -3.6% | -1.6% |
| 7D | -2.5% | +6.9% | -9.4% | -5.6% |
| 30D | -9.4% | +19.0% | -28.4% | -17.1% |
| 3M | -37.1% | +34.3% | -71.4% | -46.8% |
| 6M | -14.4% | +48.0% | -62.4% | -32.8% |
| YTD | -31.4% | 0.0% | -31.4% | -34.8% |
| 1Y | +0.5% | -10.3% | +10.8% | +0.7% |
| 3Y | +726.1% | +32.4% | +693.7% | +604.1% |
| 5Y | +56.2% | -77.9% | +134.2% | +58.2% |
| All | +53.5% | -68.8% | +122.3% | +54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling