+96.1%
ROST vs UUUU
+83.7%
+12.5%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.3% |
| 7D | -2.5% | -5.0% | +2.5% | -2.4% |
| 30D | -10.3% | -7.8% | -2.5% | -10.1% |
| 3M | -2.6% | -0.4% | -2.2% | -2.6% |
| 6M | +6.5% | -32.9% | +39.4% | +7.1% |
| YTD | +25.9% | -6.3% | +32.2% | +25.5% |
| 1Y | +52.3% | +7.9% | +44.4% | +50.9% |
| All | +96.1% | +83.7% | +12.5% | +87.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling