+214.7%
ROL vs BEN
+55.0%
+159.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.6% |
| 7D | +3.4% | +12.1% | -8.7% | +0.6% |
| 30D | +20.8% | +13.4% | +7.4% | +17.2% |
| 3M | +3.7% | +9.4% | -5.6% | +1.4% |
| 6M | -27.7% | +19.3% | -46.9% | -30.9% |
| YTD | -34.9% | +57.3% | -92.2% | -42.0% |
| 1Y | -33.3% | +69.1% | -102.4% | -41.6% |
| 3Y | +4.3% | +85.6% | -81.3% | -13.1% |
| 5Y | +15.0% | +32.9% | -18.0% | +2.6% |
| 10Y | +214.7% | +58.3% | +156.4% | +146.4% |
| All | +214.7% | +55.0% | +159.7% | +146.4% |
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