+3,818.1%
ROST vs BLDR
+414.6%
+3,403.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.8% |
| 7D | +0.9% | -2.8% | +3.8% | +1.3% |
| 30D | -8.9% | -13.3% | +4.4% | -7.1% |
| 3M | -0.8% | -12.3% | +11.4% | +0.4% |
| 6M | +8.5% | -31.5% | +39.9% | +13.5% |
| YTD | +28.6% | -36.1% | +64.6% | +35.4% |
| 1Y | +52.3% | -54.1% | +106.4% | +68.0% |
| 3Y | +94.8% | -55.8% | +150.6% | +111.0% |
| 5Y | +110.8% | +20.7% | +90.0% | +95.8% |
| 10Y | +304.5% | +390.2% | -85.7% | +203.8% |
| All | +3,818.1% | +414.6% | +3,403.4% | +2,388.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling