+97.1%
RIOT vs DOCU
+107.7%
-10.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.0% | -2.0% | -3.0% |
| 7D | +7.4% | -3.2% | +10.6% | +9.1% |
| 30D | -22.0% | +15.7% | -37.7% | -28.3% |
| 3M | -31.3% | +37.3% | -68.6% | -43.7% |
| 6M | -27.5% | +63.1% | -90.6% | -48.7% |
| YTD | +16.5% | +15.4% | +1.1% | -3.3% |
| 1Y | -22.2% | +11.3% | -33.5% | -33.7% |
| 3Y | +29.6% | +92.1% | -62.5% | -28.6% |
| 5Y | -53.1% | -70.5% | +17.4% | -33.1% |
| All | +97.1% | +107.7% | -10.6% | +27.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling