+52.7%
ROST vs DOCU
+11.6%
+41.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.9% | +6.1% |
| 7D | +7.8% | -3.7% | +11.5% | +7.8% |
| 30D | +8.6% | +15.0% | -6.4% | +8.3% |
| 3M | -1.9% | +39.9% | -41.8% | -2.4% |
| 6M | +9.1% | +66.2% | -57.0% | +8.0% |
| YTD | +37.2% | +17.7% | +19.5% | +37.2% |
| 1Y | +52.7% | +13.7% | +39.1% | +53.5% |
| All | +52.7% | +11.6% | +41.1% | +53.5% |
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 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