+52.3%
ROST vs PLTD
-33.9%
+86.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.6% | -5.1% | -0.4% |
| 7D | +0.9% | +5.9% | -5.0% | +1.0% |
| 30D | -8.9% | -11.6% | +2.7% | -9.0% |
| 3M | -0.8% | -29.9% | +29.1% | -1.1% |
| 6M | +8.5% | -28.5% | +37.0% | +8.4% |
| YTD | +28.6% | -20.4% | +49.0% | +29.2% |
| 1Y | +52.3% | -33.3% | +85.6% | +58.2% |
| All | +52.3% | -33.9% | +86.3% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling