+90.0%
RIO vs DOCU
-71.0%
+161.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.3% | +0.8% |
| 7D | +2.2% | -5.5% | +7.8% | +2.7% |
| 30D | -10.1% | +12.6% | -22.8% | -11.1% |
| 3M | -14.1% | +36.4% | -50.5% | -16.6% |
| 6M | -18.9% | +66.8% | -85.7% | -22.8% |
| YTD | +9.9% | +13.5% | -3.6% | +8.1% |
| 1Y | +27.0% | +11.3% | +15.7% | +25.1% |
| 3Y | +50.1% | +92.1% | -42.0% | +35.0% |
| All | +90.0% | -71.0% | +161.1% | +93.9% |
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