+151.2%
RSP vs DOCU
+80.0%
+71.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.7% | -4.2% | -0.9% |
| 7D | -0.8% | +6.9% | -7.7% | -1.6% |
| 30D | -0.3% | +19.0% | -19.3% | -2.6% |
| 3M | +4.3% | +34.3% | -30.0% | +0.1% |
| 6M | +8.8% | +48.0% | -39.2% | +2.7% |
| YTD | +15.3% | 0.0% | +15.2% | +14.0% |
| 1Y | +18.3% | -10.3% | +28.6% | +18.3% |
| 3Y | +52.8% | +32.4% | +20.4% | +41.8% |
| 5Y | +51.7% | -77.9% | +129.6% | +60.9% |
| All | +151.2% | +80.0% | +71.2% | +90.0% |
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