+6.1%
ROL vs BLDR
-47.3%
+53.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.5% | -3.4% | +1.5% |
| 7D | +7.5% | -2.7% | +10.2% | +7.7% |
| 30D | +21.1% | +24.8% | -3.7% | +18.4% |
| 3M | +3.1% | -11.7% | +14.8% | +3.6% |
| 6M | -27.4% | -14.8% | -12.7% | -27.2% |
| YTD | -34.7% | -35.9% | +1.2% | -32.9% |
| 1Y | -32.9% | -39.7% | +6.8% | -30.8% |
| 3Y | +6.1% | -45.6% | +51.7% | +7.4% |
| All | +6.1% | -47.3% | +53.5% | +7.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling