+582.3%
RVMD vs DOCU
-78.0%
+660.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -1.5% |
| 7D | +1.0% | +6.9% | -5.9% | -1.1% |
| 30D | +6.4% | +19.0% | -12.5% | +0.4% |
| 3M | +34.9% | +34.3% | +0.6% | +21.3% |
| 6M | +107.6% | +48.0% | +59.5% | +79.9% |
| YTD | +163.7% | 0.0% | +163.7% | +156.9% |
| 1Y | +439.2% | -10.3% | +449.5% | +438.7% |
| 3Y | +499.2% | +32.4% | +466.8% | +389.9% |
| All | +582.3% | -78.0% | +660.3% | +693.1% |
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 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