+70,808.4%
ROST vs GEN
+8,838.9%
+61,969.5%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.7% | -0.1% |
| 7D | +0.9% | -1.2% | +2.1% | +1.1% |
| 30D | -8.9% | +10.1% | -19.0% | -10.2% |
| 3M | -0.8% | +16.1% | -16.9% | -3.1% |
| 6M | +8.5% | +38.9% | -30.4% | +2.9% |
| YTD | +28.6% | +14.4% | +14.1% | +25.1% |
| 1Y | +52.3% | +5.9% | +46.5% | +49.8% |
| 3Y | +94.8% | +58.8% | +36.1% | +79.3% |
| 5Y | +110.8% | +24.7% | +86.1% | +98.9% |
| 10Y | +304.5% | +163.1% | +141.5% | +234.3% |
| All | +70,808.4% | +8,838.9% | +61,969.5% | +24,133.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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