+99.1%
RSG vs DOCU
-69.6%
+168.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | 0.0% |
| 7D | +2.5% | +4.1% | -1.6% | +2.3% |
| 30D | +12.7% | +7.4% | +5.4% | +12.3% |
| 3M | +17.9% | +26.0% | -8.1% | +16.6% |
| 6M | +25.0% | +79.2% | -54.2% | +21.3% |
| YTD | +20.8% | +18.1% | +2.7% | +19.3% |
| 1Y | +24.3% | +20.5% | +3.8% | +22.6% |
| 3Y | +65.3% | +96.4% | -31.2% | +57.7% |
| All | +99.1% | -69.6% | +168.7% | +95.2% |
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