-34.1%
ROL vs DOCU
+11.4%
-45.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +1.1% |
| 7D | +11.7% | -3.2% | +14.9% | +11.9% |
| 30D | +27.7% | +15.7% | +12.0% | +27.1% |
| 3M | +3.7% | +37.3% | -33.6% | +2.9% |
| 6M | -27.8% | +63.1% | -90.9% | -28.7% |
| YTD | -34.7% | +15.4% | -50.1% | -36.4% |
| 1Y | -34.1% | +11.3% | -45.4% | -35.4% |
| All | -34.1% | +11.4% | -45.5% | -35.4% |
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