-15.4%
RIO vs DOCU
+63.4%
-78.8%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -1.9% |
| 7D | -0.1% | -3.2% | +3.1% | -0.5% |
| 30D | -13.3% | +15.7% | -29.0% | -11.8% |
| 3M | -16.3% | +37.3% | -53.6% | -13.2% |
| 6M | -15.4% | +63.1% | -78.6% | -9.2% |
| All | -15.4% | +63.4% | -78.8% | -9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling