+97.3%
RSG vs DOCU
-71.8%
+169.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.3% |
| 3M | +15.4% | +29.0% | -13.6% | +13.9% |
| 6M | +24.1% | +62.3% | -38.2% | +21.1% |
| YTD | +17.8% | +13.7% | +4.2% | +16.6% |
| 1Y | +21.5% | +11.5% | +9.9% | +20.3% |
| 3Y | +63.3% | +94.2% | -30.9% | +56.0% |
| 5Y | +97.3% | -71.7% | +169.0% | +94.2% |
| All | +97.3% | -71.8% | +169.0% | +94.2% |
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 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