+303.0%
ROST vs PAAS
+197.3%
+105.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.4% |
| 7D | +0.2% | +2.0% | -1.8% | +0.1% |
| 30D | -10.0% | -0.1% | -9.9% | -10.1% |
| 3M | +1.2% | +8.2% | -7.0% | +0.3% |
| 6M | +8.9% | -13.8% | +22.7% | +9.6% |
| YTD | +28.1% | -0.6% | +28.7% | +26.7% |
| 1Y | +53.0% | +44.0% | +9.0% | +45.8% |
| 3Y | +97.9% | +246.6% | -148.7% | +70.1% |
| 5Y | +112.0% | +116.1% | -4.1% | +87.1% |
| 10Y | +303.0% | +202.7% | +100.2% | +242.2% |
| All | +303.0% | +197.3% | +105.6% | +242.2% |
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