+206.2%
ROST vs DOCU
+80.0%
+126.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.7% | -4.1% | -0.9% |
| 7D | +0.9% | +6.9% | -6.0% | +0.1% |
| 30D | -8.9% | +19.0% | -27.9% | -11.1% |
| 3M | -0.8% | +34.3% | -35.1% | -4.9% |
| 6M | +8.5% | +48.0% | -39.5% | +2.3% |
| YTD | +28.6% | 0.0% | +28.6% | +27.2% |
| 1Y | +52.3% | -10.3% | +62.6% | +52.2% |
| 3Y | +94.8% | +32.4% | +62.4% | +79.5% |
| 5Y | +110.8% | -77.9% | +188.7% | +121.9% |
| All | +206.2% | +80.0% | +126.1% | +105.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling