+208.2%
ROL vs BEN
+53.7%
+154.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.4% | -0.8% |
| 7D | -3.3% | +3.4% | -6.6% | -4.0% |
| 30D | -7.2% | +1.8% | -9.0% | -7.6% |
| 3M | -27.0% | +8.4% | -35.3% | -28.5% |
| 6M | -39.5% | +35.6% | -75.1% | -44.0% |
| YTD | -41.8% | +46.4% | -88.2% | -47.2% |
| 1Y | -38.9% | +46.3% | -85.2% | -44.6% |
| 3Y | -0.4% | +54.6% | -55.0% | -12.9% |
| 5Y | -4.2% | +39.4% | -43.6% | -16.0% |
| 10Y | +208.2% | +57.6% | +150.6% | +143.6% |
| All | +208.2% | +53.7% | +154.5% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling