+267.6%
ROIV vs DOCU
-65.8%
+333.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.0% |
| 7D | +3.0% | -3.7% | +6.7% | +3.7% |
| 30D | +6.8% | +15.0% | -8.1% | +4.2% |
| 3M | +10.5% | +39.9% | -29.4% | +3.3% |
| 6M | +34.8% | +66.2% | -31.3% | +20.8% |
| YTD | +76.2% | +17.7% | +58.5% | +67.6% |
| 1Y | +92.4% | +13.7% | +78.7% | +84.1% |
| 3Y | +312.0% | +95.9% | +216.0% | +237.6% |
| 5Y | +388.3% | -71.7% | +459.9% | +338.1% |
| All | +267.6% | -65.8% | +333.4% | +229.5% |
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