+52.7%
ROST vs SPXU
-30.4%
+83.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.9% | +11.0% | +5.1% |
| 7D | +7.8% | +2.2% | +5.6% | +8.2% |
| 30D | +8.6% | +3.8% | +4.8% | +9.3% |
| 3M | -1.9% | +3.3% | -5.2% | -1.2% |
| 6M | +9.1% | -16.7% | +25.9% | +5.2% |
| YTD | +37.2% | -28.6% | +65.9% | +27.1% |
| 1Y | +52.7% | -30.6% | +83.3% | +41.1% |
| All | +52.7% | -30.4% | +83.1% | +41.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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