+3,340.0%
ROST vs BIL
+30.4%
+3,309.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.4% |
| 7D | +0.9% | +0.1% | +0.8% | +1.1% |
| 30D | -8.9% | +0.3% | -9.2% | -8.3% |
| 3M | -0.8% | +0.9% | -1.8% | +1.1% |
| 6M | +8.5% | +1.8% | +6.6% | +12.7% |
| YTD | +28.6% | +2.4% | +26.1% | +35.2% |
| 1Y | +52.3% | +3.7% | +48.6% | +64.5% |
| 3Y | +94.8% | +14.2% | +80.7% | +156.0% |
| 5Y | +110.8% | +19.4% | +91.4% | +204.4% |
| 10Y | +304.5% | +25.2% | +279.3% | +552.0% |
| All | +3,340.0% | +30.4% | +3,309.7% | +5,325.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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