+1,908.6%
ROL vs BLDR
+392.3%
+1,516.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.4% |
| 7D | +3.4% | -1.1% | +4.5% | +3.5% |
| 30D | +20.8% | +19.1% | +1.7% | +17.5% |
| 3M | +3.7% | -12.6% | +16.3% | +5.3% |
| 6M | -27.7% | -18.7% | -9.0% | -26.3% |
| YTD | -34.9% | -38.8% | +3.9% | -31.2% |
| 1Y | -33.3% | -41.2% | +7.9% | -29.2% |
| 3Y | +4.3% | -49.4% | +53.7% | +9.8% |
| 5Y | +15.0% | -6.0% | +20.9% | +7.5% |
| 10Y | +214.7% | +523.1% | -308.4% | +107.1% |
| All | +1,908.6% | +392.3% | +1,516.3% | +872.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling