+38.2%
RIG vs DOCU
+18.5%
+19.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.8% | +3.4% | +4.1% |
| 7D | +5.7% | +4.1% | +1.7% | +5.7% |
| 30D | -0.7% | +7.4% | -8.1% | -0.6% |
| 3M | -3.1% | +26.0% | -29.2% | -2.6% |
| 6M | -16.3% | +79.2% | -95.5% | -14.0% |
| YTD | +34.1% | +18.1% | +16.1% | +37.3% |
| 1Y | +38.2% | +20.5% | +17.6% | +40.7% |
| All | +38.2% | +18.5% | +19.7% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling