+326.6%
RSG vs DOCU
+104.2%
+222.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.6% | -0.9% |
| 7D | +1.2% | -5.5% | +6.7% | +1.5% |
| 30D | +14.2% | +12.6% | +1.5% | +13.5% |
| 3M | +17.8% | +36.4% | -18.6% | +15.8% |
| 6M | +24.0% | +66.8% | -42.8% | +20.4% |
| YTD | +17.5% | +13.5% | +4.0% | +16.2% |
| 1Y | +21.9% | +11.3% | +10.6% | +20.6% |
| 3Y | +64.6% | +92.1% | -27.4% | +56.3% |
| 5Y | +97.3% | -71.0% | +168.3% | +101.1% |
| All | +326.6% | +104.2% | +222.4% | +234.2% |
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