-4.7%
ROL vs BLDR
+16.0%
-20.7%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.3% | -1.9% |
| 7D | -3.4% | -0.3% | -3.1% | -3.4% |
| 30D | -6.9% | -16.2% | +9.3% | -4.9% |
| 3M | -24.6% | -14.4% | -10.2% | -23.6% |
| 6M | -39.5% | -32.8% | -6.7% | -36.8% |
| YTD | -41.1% | -39.2% | -1.9% | -37.7% |
| 1Y | -37.9% | -57.7% | +19.7% | -31.2% |
| 3Y | +0.8% | -55.3% | +56.1% | +6.5% |
| 5Y | -4.7% | +15.6% | -20.3% | -25.7% |
| All | -4.7% | +16.0% | -20.7% | -25.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling