+98.3%
ROST vs DOCU
+91.1%
+7.3%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.3% | -4.1% |
| 7D | +1.3% | -3.2% | +4.5% | +1.5% |
| 30D | +4.9% | +15.7% | -10.8% | +3.8% |
| 3M | -6.9% | +37.3% | -44.2% | -9.3% |
| 6M | +3.8% | +63.1% | -59.3% | -0.5% |
| YTD | +31.4% | +15.4% | +16.0% | +29.6% |
| 1Y | +46.2% | +11.3% | +34.9% | +44.6% |
| All | +98.3% | +91.1% | +7.3% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling