+52.3%
ROST vs DOCU
-9.0%
+61.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.5% |
| 7D | +0.9% | +6.9% | -6.0% | +0.8% |
| 30D | -8.9% | +19.0% | -27.9% | -9.1% |
| 3M | -0.8% | +34.3% | -35.1% | -1.5% |
| 6M | +8.5% | +48.0% | -39.5% | +7.6% |
| YTD | +28.6% | 0.0% | +28.6% | +28.6% |
| 1Y | +52.3% | -10.3% | +62.6% | +51.3% |
| All | +52.3% | -9.0% | +61.4% | +51.3% |
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