+241.0%
RVMD vs DOCU
+11.6%
+229.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.2% | +2.6% | +2.8% |
| 7D | +5.8% | -3.7% | +9.5% | +6.5% |
| 30D | -3.8% | +15.0% | -18.8% | -6.3% |
| 3M | +3.2% | +39.9% | -36.7% | -3.6% |
| 6M | +35.0% | +66.2% | -31.1% | +19.2% |
| YTD | +150.7% | +17.7% | +133.0% | +156.1% |
| 1Y | +241.0% | +13.7% | +227.3% | +253.1% |
| All | +241.0% | +11.6% | +229.4% | +253.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling