+157.2%
RSP vs DOCU
+111.8%
+45.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +2.7% | -3.7% | +6.4% | +3.2% |
| 30D | +5.8% | +15.0% | -9.2% | +3.9% |
| 3M | +1.8% | +39.9% | -38.1% | -2.7% |
| 6M | +11.6% | +66.2% | -54.5% | +3.9% |
| YTD | +18.0% | +17.7% | +0.3% | +14.2% |
| 1Y | +21.8% | +13.7% | +8.2% | +18.3% |
| 3Y | +65.6% | +95.9% | -30.3% | +46.0% |
| 5Y | +51.6% | -71.7% | +123.3% | +56.0% |
| All | +157.2% | +111.8% | +45.3% | +90.3% |
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