+3,300.4%
ROST vs PODD
+767.5%
+2,532.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.1% | +1.6% | -0.1% |
| 7D | +0.9% | +1.6% | -0.7% | +0.7% |
| 30D | -8.9% | +10.7% | -19.6% | -10.4% |
| 3M | -0.8% | +0.7% | -1.6% | -1.8% |
| 6M | +8.5% | -39.3% | +47.8% | +16.2% |
| YTD | +28.6% | -48.1% | +76.7% | +41.2% |
| 1Y | +52.3% | -57.4% | +109.8% | +72.3% |
| 3Y | +94.8% | -23.3% | +118.1% | +94.6% |
| 5Y | +110.8% | -51.3% | +162.0% | +121.8% |
| 10Y | +304.5% | +242.0% | +62.5% | +202.4% |
| All | +3,300.4% | +767.5% | +2,532.9% | +1,505.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling