+302.3%
ROST vs PODD
+237.5%
+64.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.2% |
| 7D | -2.2% | -6.9% | +4.7% | -1.0% |
| 30D | -11.4% | -3.5% | -8.0% | -10.9% |
| 3M | -1.6% | -13.6% | +12.0% | +0.1% |
| 6M | +6.8% | -42.6% | +49.4% | +17.0% |
| YTD | +25.8% | -51.5% | +77.3% | +42.1% |
| 1Y | +52.4% | -60.9% | +113.3% | +79.1% |
| 3Y | +94.4% | -19.8% | +114.1% | +91.0% |
| 5Y | +108.2% | -54.4% | +162.6% | +123.2% |
| All | +302.3% | +237.5% | +64.8% | +223.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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