+52.3%
ROST vs WPM
+44.1%
+8.3%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +0.3% |
| 7D | -2.5% | -3.6% | +1.1% | -2.3% |
| 30D | -10.3% | +12.5% | -22.8% | -10.7% |
| 3M | -2.6% | +40.6% | -43.2% | -4.2% |
| 6M | +6.5% | +0.5% | +6.0% | +6.2% |
| YTD | +25.9% | +29.0% | -3.1% | +24.7% |
| 1Y | +52.3% | +43.8% | +8.5% | +49.5% |
| All | +52.3% | +44.1% | +8.3% | +49.5% |
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