+9,745.6%
ROL vs BEN
+5,193.4%
+4,552.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +0.8% | +7.2% | -6.4% | -1.4% |
| 30D | +20.6% | +14.1% | +6.5% | +15.9% |
| 3M | +4.5% | +9.9% | -5.4% | +1.4% |
| 6M | -26.5% | +17.4% | -43.9% | -30.3% |
| YTD | -34.8% | +57.3% | -92.1% | -43.5% |
| 1Y | -33.2% | +66.9% | -100.1% | -43.1% |
| 3Y | +4.5% | +85.7% | -81.2% | -16.4% |
| 5Y | +15.5% | +31.2% | -15.7% | +0.3% |
| 10Y | +217.2% | +61.0% | +156.2% | +141.2% |
| All | +9,745.6% | +5,193.4% | +4,552.2% | +3,469.0% |
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