+327.9%
RSG vs DOCU
+104.6%
+223.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +0.3% | -4.8% | +5.1% | +0.6% |
| 30D | +13.8% | +9.4% | +4.4% | +13.2% |
| 3M | +15.4% | +29.0% | -13.6% | +13.7% |
| 6M | +24.1% | +62.3% | -38.2% | +20.7% |
| YTD | +17.8% | +13.7% | +4.2% | +16.5% |
| 1Y | +21.5% | +11.5% | +9.9% | +20.1% |
| 3Y | +63.3% | +94.2% | -30.9% | +55.0% |
| 5Y | +97.3% | -71.7% | +169.0% | +101.5% |
| All | +327.9% | +104.6% | +223.3% | +235.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling