+109.7%
ROST vs UUUU
+88.5%
+21.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.6% |
| 7D | -2.5% | -5.0% | +2.5% | -2.1% |
| 30D | -10.3% | -7.8% | -2.5% | -9.8% |
| 3M | -2.6% | -0.4% | -2.2% | -2.9% |
| 6M | +6.5% | -32.9% | +39.4% | +8.8% |
| YTD | +25.9% | -6.3% | +32.2% | +23.4% |
| 1Y | +52.3% | +7.9% | +44.4% | +44.8% |
| 3Y | +94.6% | +85.2% | +9.4% | +66.2% |
| All | +109.7% | +88.5% | +21.2% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling