+70,808.4%
ROST vs BEN
+4,913.3%
+65,895.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -1.6% |
| 7D | +0.9% | +0.2% | +0.7% | +0.8% |
| 30D | -8.9% | -0.5% | -8.4% | -8.8% |
| 3M | -0.8% | +9.7% | -10.5% | -4.3% |
| 6M | +8.5% | +33.9% | -25.4% | -2.6% |
| YTD | +28.6% | +49.0% | -20.4% | +11.0% |
| 1Y | +52.3% | +42.1% | +10.2% | +33.3% |
| 3Y | +94.8% | +51.9% | +43.0% | +61.9% |
| 5Y | +110.8% | +39.0% | +71.7% | +77.2% |
| 10Y | +304.5% | +57.9% | +246.7% | +207.3% |
| All | +70,808.4% | +4,913.3% | +65,895.0% | +12,287.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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