+95,407.0%
ROST vs MDY
+2,644.5%
+92,762.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | +0.1% |
| 7D | +0.2% | +1.0% | -0.8% | -0.6% |
| 30D | -10.0% | -3.1% | -6.9% | -7.7% |
| 3M | +1.2% | +1.8% | -0.6% | -0.5% |
| 6M | +8.9% | +10.8% | -1.9% | +0.1% |
| YTD | +28.1% | +14.4% | +13.6% | +14.5% |
| 1Y | +53.0% | +15.2% | +37.8% | +36.0% |
| 3Y | +97.9% | +51.2% | +46.7% | +39.1% |
| 5Y | +112.0% | +47.2% | +64.7% | +53.0% |
| 10Y | +303.0% | +171.1% | +131.8% | +85.0% |
| All | +95,407.0% | +2,644.5% | +92,762.5% | +8,010.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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