+97.2%
RIO vs DOCU
-71.3%
+168.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.4% | +3.6% |
| 7D | -1.6% | -3.7% | +2.1% | -1.3% |
| 30D | -11.6% | +15.0% | -26.5% | -12.7% |
| 3M | -12.7% | +39.9% | -52.6% | -15.4% |
| 6M | -12.4% | +66.2% | -78.5% | -16.6% |
| YTD | +11.0% | +17.7% | -6.7% | +8.9% |
| 1Y | +30.8% | +13.7% | +17.2% | +28.7% |
| 3Y | +52.4% | +95.9% | -43.5% | +36.9% |
| All | +97.2% | -71.3% | +168.5% | +101.2% |
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