+207.9%
ROL vs NDAQ
+372.3%
-164.4%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.7% |
| 7D | -3.4% | -2.6% | -0.9% | -2.3% |
| 30D | -6.9% | +0.5% | -7.4% | -7.2% |
| 3M | -24.6% | +9.9% | -34.5% | -28.0% |
| 6M | -39.5% | +8.2% | -47.7% | -42.1% |
| YTD | -41.1% | -1.5% | -39.6% | -41.5% |
| 1Y | -37.9% | +1.3% | -39.3% | -39.3% |
| 3Y | +0.8% | +92.6% | -91.8% | -29.1% |
| 5Y | -4.7% | +53.8% | -58.5% | -26.6% |
| 10Y | +207.9% | +376.0% | -168.1% | +36.6% |
| All | +207.9% | +372.3% | -164.4% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling