+74,203.8%
ROST vs GEN
+8,834.5%
+65,369.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.7% |
| 7D | -1.8% | -0.8% | -1.0% | -1.7% |
| 30D | +6.8% | +31.2% | -24.4% | +2.7% |
| 3M | -4.0% | +6.1% | -10.1% | -5.3% |
| 6M | +12.9% | +38.1% | -25.2% | +6.9% |
| YTD | +34.7% | +14.4% | +20.4% | +30.5% |
| 1Y | +49.5% | +15.1% | +34.4% | +44.6% |
| 3Y | +101.5% | +68.5% | +33.0% | +83.2% |
| 5Y | +120.7% | +35.8% | +84.9% | +104.9% |
| 10Y | +317.8% | +155.4% | +162.5% | +245.3% |
| All | +74,203.8% | +8,834.5% | +65,369.3% | +25,178.2% |
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