+315.5%
ROST vs PAAS
+178.0%
+137.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +2.3% |
| 7D | +2.8% | +8.8% | -6.1% | +2.1% |
| 30D | +6.6% | -8.5% | +15.0% | +7.2% |
| 3M | -7.0% | -17.0% | +10.0% | -5.8% |
| 6M | +5.4% | -27.9% | +33.3% | +7.6% |
| YTD | +32.4% | -17.5% | +49.8% | +32.7% |
| 1Y | +48.4% | +22.8% | +25.5% | +43.3% |
| 3Y | +99.5% | +224.2% | -124.8% | +71.8% |
| 5Y | +109.9% | +73.6% | +36.2% | +88.3% |
| 10Y | +315.5% | +186.4% | +129.2% | +252.3% |
| All | +315.5% | +178.0% | +137.6% | +252.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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