+13.6%
ROL vs IBB
+37.5%
-23.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.8% | -2.6% |
| 7D | +9.5% | -1.8% | +11.3% | +10.0% |
| 30D | +22.9% | +5.1% | +17.9% | +20.9% |
| 3M | +3.5% | +10.7% | -7.2% | -0.2% |
| 6M | -29.4% | +22.9% | -52.3% | -34.5% |
| YTD | -36.1% | +26.7% | -62.8% | -41.4% |
| 1Y | -34.4% | +35.1% | -69.5% | -41.3% |
| 3Y | +4.0% | +80.2% | -76.2% | -18.0% |
| All | +13.6% | +37.5% | -23.9% | -0.9% |
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