+52.3%
ROST vs WPM
+53.7%
-1.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.4% |
| 7D | +0.9% | +1.1% | -0.1% | +0.9% |
| 30D | -8.9% | +26.4% | -35.2% | -9.9% |
| 3M | -0.8% | +20.8% | -21.7% | -1.7% |
| 6M | +8.5% | +1.1% | +7.4% | +8.0% |
| YTD | +28.6% | +32.5% | -3.9% | +27.1% |
| 1Y | +52.3% | +51.5% | +0.8% | +49.6% |
| All | +52.3% | +53.7% | -1.4% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling