-54.5%
RIOT vs DOCU
-71.0%
+16.6%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | -1.7% | +14.9% | +14.1% |
| 7D | +30.4% | -5.5% | +36.0% | +34.1% |
| 30D | -9.9% | +12.6% | -22.5% | -16.2% |
| 3M | -21.2% | +36.4% | -57.6% | -35.5% |
| 6M | -29.5% | +66.8% | -96.3% | -51.2% |
| YTD | +31.9% | +13.5% | +18.4% | +10.5% |
| 1Y | -3.6% | +11.3% | -14.9% | -17.9% |
| 3Y | +51.8% | +92.1% | -40.3% | -22.5% |
| All | -54.5% | -71.0% | +16.6% | -40.8% |
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