+316.4%
ROST vs SUI
+117.1%
+199.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | +3.2% | +3.4% | -0.3% | +1.8% |
| 30D | +7.4% | +4.6% | +2.8% | +5.4% |
| 3M | -6.1% | +1.6% | -7.6% | -6.9% |
| 6M | +6.2% | -3.5% | +9.7% | +7.3% |
| YTD | +33.4% | -1.0% | +34.4% | +33.0% |
| 1Y | +48.8% | -1.7% | +50.5% | +48.8% |
| 3Y | +99.5% | +18.4% | +81.2% | +77.7% |
| 5Y | +112.7% | -26.3% | +139.0% | +134.2% |
| 10Y | +316.4% | +123.3% | +193.1% | +242.9% |
| All | +316.4% | +117.1% | +199.3% | +242.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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