+250.2%
DOCN vs ROST
+54.0%
+196.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +1.1% | +0.9% | +0.2% | +1.0% |
| 30D | -9.6% | -8.9% | -0.7% | -8.4% |
| 3M | -37.7% | -0.8% | -36.9% | -37.9% |
| 6M | +115.2% | +8.5% | +106.7% | +108.9% |
| YTD | +133.7% | +28.6% | +105.1% | +113.8% |
| 1Y | +250.2% | +52.3% | +197.8% | +186.9% |
| All | +250.2% | +54.0% | +196.2% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROST.
Daily Out/Under-Performance
Portfolio return minus ROST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROST 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 ROST 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