+99.5%
ROST vs OPEN
-35.1%
+134.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.1% | +7.9% | +1.1% |
| 7D | +3.2% | -24.7% | +27.9% | +4.2% |
| 30D | +7.4% | -41.0% | +48.4% | +9.4% |
| 3M | -6.1% | -62.4% | +56.3% | -2.8% |
| 6M | +6.2% | -73.9% | +80.1% | +11.0% |
| YTD | +33.4% | -77.5% | +111.0% | +39.8% |
| 1Y | +48.8% | -83.6% | +132.4% | +57.3% |
| 3Y | +99.5% | -37.0% | +136.6% | +84.7% |
| All | +99.5% | -35.1% | +134.7% | +84.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling