+302.7%
ROST vs NDAQ
+370.8%
-68.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.2% |
| 7D | -2.5% | -6.8% | +4.3% | +0.7% |
| 30D | -10.3% | -3.2% | -7.1% | -9.0% |
| 3M | -2.6% | +6.5% | -9.1% | -5.9% |
| 6M | +6.5% | +5.7% | +0.8% | +2.8% |
| YTD | +25.9% | -4.6% | +30.6% | +26.8% |
| 1Y | +52.3% | -1.6% | +53.9% | +50.6% |
| 3Y | +94.6% | +86.4% | +8.1% | +35.9% |
| 5Y | +111.1% | +50.3% | +60.8% | +61.8% |
| All | +302.7% | +370.8% | -68.1% | +82.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling