+112.0%
ROST vs BLDR
-11.9%
+123.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.3% | -2.6% |
| 7D | +0.3% | -3.0% | +3.2% | +0.9% |
| 30D | +0.5% | +20.1% | -19.6% | -4.5% |
| 3M | -5.2% | -17.5% | +12.3% | -1.3% |
| 6M | +9.8% | -16.1% | +25.9% | +12.2% |
| YTD | +29.4% | -41.0% | +70.4% | +43.6% |
| 1Y | +44.4% | -41.6% | +85.9% | +60.3% |
| 3Y | +95.0% | -50.8% | +145.8% | +108.7% |
| All | +112.0% | -11.9% | +123.9% | +52.4% |
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