+71,250.3%
ROST vs BEN
+5,152.6%
+66,097.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.8% | -2.5% |
| 7D | +0.3% | +6.8% | -6.5% | -2.0% |
| 30D | +0.5% | +18.0% | -17.5% | -5.1% |
| 3M | -5.2% | +7.5% | -12.7% | -7.7% |
| 6M | +9.8% | +14.7% | -4.9% | +4.2% |
| YTD | +29.4% | +56.1% | -26.7% | +9.8% |
| 1Y | +44.4% | +69.6% | -25.2% | +19.0% |
| 3Y | +95.0% | +87.7% | +7.3% | +50.6% |
| 5Y | +111.9% | +28.6% | +83.2% | +83.7% |
| 10Y | +301.2% | +59.8% | +241.4% | +204.5% |
| All | +71,250.3% | +5,152.6% | +66,097.7% | +12,150.4% |
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