+212.7%
ROL vs NDAQ
+472.7%
-260.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.5% | -1.0% |
| 7D | -1.7% | +1.7% | -3.4% | -2.4% |
| 30D | +18.5% | +16.2% | +2.3% | +10.8% |
| 3M | +4.3% | +14.0% | -9.6% | -1.8% |
| 6M | -27.7% | +22.3% | -50.0% | -34.3% |
| YTD | -35.8% | +13.0% | -48.8% | -40.1% |
| 1Y | -34.1% | +24.0% | -58.1% | -41.2% |
| 3Y | +2.9% | +117.1% | -114.1% | -31.6% |
| 5Y | +12.7% | +67.5% | -54.8% | -16.2% |
| All | +212.7% | +472.7% | -260.0% | +19.5% |
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