+51.6%
ROST vs PLTD
-77.3%
+128.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.3% | -2.7% | -0.3% |
| 7D | +0.2% | +4.5% | -4.3% | +0.5% |
| 30D | -10.0% | -0.7% | -9.2% | -10.0% |
| 3M | +1.2% | -31.0% | +32.3% | -0.3% |
| 6M | +8.9% | -24.8% | +33.8% | +8.3% |
| YTD | +28.1% | -18.6% | +46.6% | +28.4% |
| 1Y | +53.0% | -31.8% | +84.8% | +51.6% |
| All | +51.6% | -77.3% | +128.9% | +36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling