+427.2%
RVMD vs DOCU
-71.9%
+499.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -2.0% | -9.1% | -10.5% |
| 7D | -6.6% | -3.2% | -3.4% | -5.7% |
| 30D | -11.1% | +15.7% | -26.8% | -15.0% |
| 3M | -10.0% | +37.3% | -47.2% | -18.8% |
| 6M | +20.7% | +63.1% | -42.4% | +1.5% |
| YTD | +123.0% | +15.4% | +107.7% | +107.6% |
| 1Y | +199.4% | +11.3% | +188.1% | +180.8% |
| 3Y | +701.7% | +92.1% | +609.6% | +477.4% |
| 5Y | +427.2% | -70.5% | +497.6% | +436.5% |
| All | +427.2% | -71.9% | +499.0% | +436.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling