+1,765.0%
ROL vs BLDR
+414.6%
+1,350.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.5% | -2.1% | +0.1% |
| 7D | -1.4% | -2.8% | +1.4% | -1.0% |
| 30D | -4.1% | -13.3% | +9.2% | -2.2% |
| 3M | -22.5% | -12.3% | -10.2% | -21.6% |
| 6M | -37.7% | -31.5% | -6.2% | -34.8% |
| YTD | -39.6% | -36.1% | -3.5% | -36.4% |
| 1Y | -36.0% | -54.1% | +18.1% | -29.5% |
| 3Y | -5.1% | -55.8% | +50.6% | +1.9% |
| 5Y | -3.4% | +20.7% | -24.1% | -12.7% |
| 10Y | +215.2% | +390.2% | -175.0% | +115.1% |
| All | +1,765.0% | +414.6% | +1,350.4% | +799.8% |
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