+9,030.3%
ROL vs GEN
+8,838.8%
+191.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.7% |
| 7D | -1.4% | -1.2% | -0.2% | -1.3% |
| 30D | -4.1% | +10.1% | -14.2% | -5.4% |
| 3M | -22.5% | +16.1% | -38.6% | -24.2% |
| 6M | -37.7% | +38.9% | -76.5% | -40.7% |
| YTD | -39.6% | +14.4% | -54.0% | -41.1% |
| 1Y | -36.0% | +5.9% | -41.9% | -37.0% |
| 3Y | -5.1% | +58.8% | -63.9% | -12.4% |
| 5Y | -3.4% | +24.7% | -28.0% | -8.7% |
| 10Y | +215.2% | +163.1% | +52.2% | +161.3% |
| All | +9,030.3% | +8,838.8% | +191.4% | +4,546.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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