+70,520.4%
ROST vs BTI
+6,031.1%
+64,489.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +0.2% | -1.4% | +1.6% | +0.5% |
| 30D | -10.0% | -7.0% | -2.9% | -8.6% |
| 3M | +1.2% | -6.3% | +7.5% | +2.5% |
| 6M | +8.9% | -2.0% | +10.9% | +8.9% |
| YTD | +28.1% | +0.2% | +27.9% | +27.2% |
| 1Y | +53.0% | +3.8% | +49.2% | +50.7% |
| 3Y | +97.9% | +112.1% | -14.2% | +64.3% |
| 5Y | +112.0% | +113.6% | -1.6% | +75.0% |
| 10Y | +303.0% | +69.6% | +233.3% | +241.0% |
| All | +70,520.4% | +6,031.1% | +64,489.3% | +30,120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BTI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling