+3,281.2%
ROST vs UUUU
-92.0%
+3,373.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -2.2% | +1.8% | -4.0% | -2.3% |
| 30D | -11.4% | +1.8% | -13.2% | -11.6% |
| 3M | -1.6% | +1.3% | -2.9% | -1.9% |
| 6M | +6.8% | -26.8% | +33.6% | +7.7% |
| YTD | +25.8% | +0.1% | +25.7% | +24.3% |
| 1Y | +52.4% | +11.2% | +41.2% | +48.7% |
| 3Y | +94.4% | +97.7% | -3.3% | +80.5% |
| 5Y | +108.2% | +127.3% | -19.1% | +88.9% |
| 10Y | +308.5% | +532.6% | -224.1% | +241.2% |
| All | +3,281.2% | -92.0% | +3,373.2% | +2,767.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling