+48.9%
ROST vs PLTD
-77.2%
+126.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.1% | -1.7% |
| 7D | -2.2% | -0.9% | -1.3% | -2.2% |
| 30D | -11.4% | +1.3% | -12.8% | -11.3% |
| 3M | -1.6% | -32.9% | +31.2% | -3.3% |
| 6M | +6.8% | -24.9% | +31.7% | +6.2% |
| YTD | +25.8% | -18.2% | +44.1% | +26.2% |
| 1Y | +52.4% | -28.7% | +81.1% | +51.6% |
| All | +48.9% | -77.2% | +126.1% | +33.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling