+58,386.5%
ROST vs SUI
+4,037.5%
+54,349.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | +0.9% | -2.8% | +3.8% | +2.0% |
| 30D | -8.9% | -1.2% | -7.7% | -8.5% |
| 3M | -0.8% | -1.7% | +0.9% | -0.4% |
| 6M | +8.5% | -10.5% | +19.0% | +12.6% |
| YTD | +28.6% | -1.8% | +30.4% | +28.9% |
| 1Y | +52.3% | -4.1% | +56.4% | +53.7% |
| 3Y | +94.8% | +11.3% | +83.6% | +81.7% |
| 5Y | +110.8% | -32.1% | +142.9% | +133.0% |
| 10Y | +304.5% | +110.4% | +194.1% | +194.6% |
| All | +58,386.5% | +4,037.5% | +54,349.0% | +15,541.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling