+192.8%
RTX vs DOCN
+88.7%
+104.1%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.0% | -4.5% | +3.2% |
| 7D | -3.2% | -12.8% | +9.6% | -2.7% |
| 30D | +5.6% | -41.9% | +47.5% | +7.7% |
| 3M | -11.7% | -36.9% | +25.2% | -10.4% |
| 6M | +12.3% | -52.2% | +64.6% | +15.0% |
| YTD | +8.2% | +62.7% | -54.5% | +2.0% |
| 1Y | +12.6% | +58.2% | -45.7% | +6.3% |
| 3Y | +152.8% | +219.5% | -66.6% | +123.6% |
| 5Y | +140.2% | -32.9% | +173.1% | +117.3% |
| All | +192.8% | +88.7% | +104.1% | +170.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling