+52.3%
ROST vs FRSH
-3.3%
+55.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.7% | +4.3% | -0.4% |
| 7D | +0.9% | -8.2% | +9.1% | +1.0% |
| 30D | -8.9% | +10.5% | -19.4% | -9.0% |
| 3M | -0.8% | +32.7% | -33.6% | -1.0% |
| 6M | +8.5% | +50.3% | -41.8% | +7.8% |
| YTD | +28.6% | +3.9% | +24.7% | +30.2% |
| 1Y | +52.3% | -2.2% | +54.5% | +51.6% |
| All | +52.3% | -3.3% | +55.7% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 1y: compounded portfolio wealth divided by compounded FRSH 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…
1y analysis · Full analysis span regression · 6 months rolling