+46.1%
RSP vs DOCU
-71.9%
+118.0%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.0% | -0.9% | -2.6% |
| 7D | -1.4% | -3.2% | +1.8% | -1.0% |
| 30D | +2.1% | +15.7% | -13.5% | +0.1% |
| 3M | -0.9% | +37.3% | -38.2% | -5.3% |
| 6M | +7.5% | +63.1% | -55.6% | -0.1% |
| YTD | +14.6% | +15.4% | -0.8% | +11.1% |
| 1Y | +17.6% | +11.3% | +6.3% | +14.5% |
| 3Y | +60.8% | +92.1% | -31.3% | +40.2% |
| 5Y | +46.1% | -70.5% | +116.6% | +39.7% |
| All | +46.1% | -71.9% | +118.0% | +39.7% |
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