+792.7%
RVMD vs DOCU
+87.9%
+704.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -1.7% | +9.9% | +8.6% |
| 7D | +0.5% | -5.5% | +6.1% | +1.6% |
| 30D | -4.3% | +12.6% | -16.9% | -6.6% |
| 3M | -2.8% | +36.4% | -39.2% | -9.1% |
| 6M | +27.3% | +66.8% | -39.5% | +12.7% |
| YTD | +141.4% | +13.5% | +127.9% | +131.1% |
| 1Y | +213.3% | +11.3% | +202.0% | +200.4% |
| 3Y | +792.7% | +92.1% | +700.6% | +539.2% |
| All | +792.7% | +87.9% | +704.7% | +539.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling