+4,329.9%
ROST vs MUB
+77.6%
+4,252.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +3.2% | +0.6% | +2.6% | +2.8% |
| 30D | +7.4% | +3.4% | +4.0% | +5.1% |
| 3M | -6.1% | -0.7% | -5.4% | -5.6% |
| 6M | +6.2% | -1.0% | +7.2% | +6.9% |
| YTD | +33.4% | 0.0% | +33.5% | +33.5% |
| 1Y | +48.8% | +0.4% | +48.4% | +48.5% |
| 3Y | +99.5% | +10.5% | +89.1% | +87.1% |
| 5Y | +112.7% | +3.1% | +109.6% | +107.8% |
| 10Y | +316.4% | +22.0% | +294.4% | +284.5% |
| All | +4,329.9% | +77.6% | +4,252.2% | +3,507.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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