+108.2%
ROST vs BLDR
+13.4%
+94.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.3% |
| 7D | -2.2% | -2.7% | +0.5% | -1.6% |
| 30D | -11.4% | -14.7% | +3.3% | -8.0% |
| 3M | -1.6% | -20.8% | +19.2% | +3.1% |
| 6M | +6.8% | -35.3% | +42.2% | +17.5% |
| YTD | +25.8% | -40.3% | +66.1% | +40.2% |
| 1Y | +52.4% | -56.3% | +108.7% | +85.0% |
| 3Y | +94.4% | -56.1% | +150.5% | +118.2% |
| 5Y | +108.2% | +12.9% | +95.3% | +38.2% |
| All | +108.2% | +13.4% | +94.8% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling