+9,562.4%
ROL vs BEN
+4,818.7%
+4,743.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +4.7% | -6.8% | -3.4% |
| 7D | +9.5% | +6.6% | +2.9% | +7.4% |
| 30D | +22.9% | +3.8% | +19.1% | +21.4% |
| 3M | +3.5% | +0.2% | +3.3% | +3.2% |
| 6M | -29.4% | +10.4% | -39.8% | -31.8% |
| YTD | -36.1% | +46.2% | -82.2% | -43.4% |
| 1Y | -34.4% | +52.3% | -86.6% | -42.6% |
| 3Y | +4.0% | +65.9% | -61.9% | -14.0% |
| 5Y | +13.2% | +20.6% | -7.3% | +0.7% |
| 10Y | +219.7% | +64.8% | +154.9% | +140.5% |
| All | +9,562.4% | +4,818.7% | +4,743.7% | +3,478.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling