+16.0%
ROL vs IBB
+39.3%
-23.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +3.0% | +2.7% |
| 7D | +3.0% | -0.5% | +3.5% | +3.1% |
| 30D | +19.8% | +4.6% | +15.2% | +18.0% |
| 3M | +7.9% | +6.8% | +1.1% | +5.2% |
| 6M | -25.6% | +23.1% | -48.8% | -31.0% |
| YTD | -34.1% | +26.0% | -60.2% | -39.6% |
| 1Y | -31.4% | +30.4% | -61.8% | -37.8% |
| 3Y | +4.7% | +85.4% | -80.8% | -18.6% |
| All | +16.0% | +39.3% | -23.4% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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