-50.5%
RIOT vs DOCU
-71.6%
+21.2%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +29.0% | -3.4% | +32.3% | +31.2% |
| 30D | +7.1% | +9.3% | -2.2% | +1.5% |
| 3M | -6.8% | +30.2% | -37.0% | -21.5% |
| 6M | -24.9% | +62.1% | -87.0% | -47.0% |
| YTD | +42.7% | +13.5% | +29.2% | +19.6% |
| 1Y | +4.4% | +11.5% | -7.1% | -11.1% |
| 3Y | +74.5% | +89.5% | -15.0% | -9.6% |
| 5Y | -50.5% | -69.6% | +19.2% | -39.1% |
| All | -50.5% | -71.6% | +21.2% | -39.1% |
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