+284.9%
RSG vs DOCU
+80.0%
+204.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.7% | -4.8% | -1.3% |
| 7D | +0.3% | +6.9% | -6.6% | -0.1% |
| 30D | +7.6% | +19.0% | -11.4% | +6.5% |
| 3M | +7.4% | +34.3% | -26.9% | +5.6% |
| 6M | -3.3% | +48.0% | -51.3% | -5.5% |
| YTD | +6.0% | 0.0% | +6.0% | +5.5% |
| 1Y | -3.7% | -10.3% | +6.6% | -3.7% |
| 3Y | +59.1% | +32.4% | +26.7% | +54.1% |
| 5Y | +89.0% | -77.9% | +167.0% | +95.7% |
| All | +284.9% | +80.0% | +204.9% | +203.6% |
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