+58,577.2%
ROST vs INCY
+6,534.7%
+52,042.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.9% | +1.4% | -0.2% |
| 7D | +0.2% | -0.5% | +0.7% | +0.3% |
| 30D | -10.0% | +3.2% | -13.2% | -10.3% |
| 3M | +1.2% | +23.6% | -22.4% | -0.9% |
| 6M | +8.9% | +29.7% | -20.7% | +6.2% |
| YTD | +28.1% | +25.9% | +2.1% | +25.0% |
| 1Y | +53.0% | +43.7% | +9.2% | +47.4% |
| 3Y | +97.9% | +94.4% | +3.4% | +84.0% |
| 5Y | +112.0% | +68.0% | +44.0% | +99.3% |
| 10Y | +303.0% | +52.5% | +250.4% | +273.2% |
| All | +58,577.2% | +6,534.7% | +52,042.6% | +34,585.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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