+61.6%
RSP vs DOCN
+182.8%
-121.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -15.9% | +13.0% | -1.7% |
| 7D | -1.4% | -29.3% | +27.8% | +1.0% |
| 30D | +2.1% | -46.0% | +48.2% | +6.7% |
| 3M | -0.9% | -43.2% | +42.3% | +2.6% |
| 6M | +7.5% | -53.7% | +61.2% | +12.5% |
| YTD | +14.6% | +46.9% | -32.4% | +3.2% |
| 1Y | +17.6% | +54.3% | -36.7% | +5.1% |
| All | +61.6% | +182.8% | -121.2% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 3y: compounded portfolio wealth divided by compounded DOCN 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…
3y analysis · Full analysis span regression · 6 months rolling