+217.2%
ROL vs BLDR
+518.5%
-301.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.3% |
| 7D | +0.8% | -10.3% | +11.1% | +2.3% |
| 30D | +20.6% | +19.6% | +1.0% | +17.2% |
| 3M | +4.5% | -17.0% | +21.5% | +6.8% |
| 6M | -26.5% | -16.7% | -9.8% | -25.4% |
| YTD | -34.8% | -39.4% | +4.6% | -31.0% |
| 1Y | -33.2% | -41.7% | +8.5% | -29.0% |
| 3Y | +4.5% | -49.9% | +54.3% | +9.6% |
| 5Y | +15.5% | -7.6% | +23.1% | +6.3% |
| 10Y | +217.2% | +502.3% | -285.1% | +109.4% |
| All | +217.2% | +518.5% | -301.2% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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