+207.3%
ROST vs DOCU
+104.2%
+103.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.7% | -0.1% | -1.6% |
| 7D | +1.2% | -5.5% | +6.8% | +2.0% |
| 30D | +2.5% | +12.6% | -10.2% | +0.9% |
| 3M | -9.0% | +36.4% | -45.4% | -12.8% |
| 6M | +1.3% | +66.8% | -65.4% | -5.8% |
| YTD | +29.1% | +13.5% | +15.6% | +25.4% |
| 1Y | +45.4% | +11.3% | +34.1% | +41.5% |
| 3Y | +94.9% | +92.1% | +2.8% | +70.5% |
| 5Y | +104.0% | -71.0% | +175.0% | +108.2% |
| All | +207.3% | +104.2% | +103.0% | +102.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling