+71,068.6%
ROST vs GEN
+8,588.0%
+62,480.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.9% | -1.4% |
| 7D | +1.2% | +2.3% | -1.0% | +0.9% |
| 30D | +2.5% | +33.1% | -30.6% | -1.7% |
| 3M | -9.0% | +6.5% | -15.4% | -10.2% |
| 6M | +1.3% | +53.8% | -52.4% | -5.5% |
| YTD | +29.1% | +11.2% | +17.8% | +25.5% |
| 1Y | +45.4% | +19.4% | +26.0% | +40.0% |
| 3Y | +94.9% | +81.0% | +13.8% | +75.3% |
| 5Y | +104.0% | +33.4% | +70.5% | +89.8% |
| 10Y | +314.8% | +164.3% | +150.5% | +241.3% |
| All | +71,068.6% | +8,588.0% | +62,480.6% | +24,206.2% |
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