-38.9%
ROL vs NDAQ
+0.3%
-39.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -1.0% |
| 7D | -3.3% | -1.6% | -1.7% | -3.0% |
| 30D | -7.2% | -1.5% | -5.8% | -6.9% |
| 3M | -27.0% | +8.0% | -35.0% | -28.3% |
| 6M | -39.5% | +7.7% | -47.2% | -40.6% |
| YTD | -41.8% | -2.3% | -39.5% | -42.2% |
| 1Y | -38.9% | +0.6% | -39.4% | -39.6% |
| All | -38.9% | +0.3% | -39.2% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling