+52.7%
ROST vs WU
-18.0%
+70.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.4% | +0.7% | +5.5% |
| 7D | +7.8% | +8.2% | -0.4% | +6.9% |
| 30D | +8.6% | +8.0% | +0.5% | +7.7% |
| 3M | -1.9% | -6.6% | +4.7% | -1.6% |
| 6M | +9.1% | -23.3% | +32.4% | +11.8% |
| YTD | +37.2% | -22.4% | +59.6% | +39.8% |
| 1Y | +52.7% | -18.0% | +70.7% | +53.4% |
| All | +52.7% | -18.0% | +70.7% | +53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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