+4.6%
ROL vs NDAQ
+96.0%
-91.5%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.9% | +2.3% | +0.9% |
| 7D | -1.4% | -2.4% | +1.0% | -0.8% |
| 30D | -4.1% | +2.5% | -6.5% | -4.8% |
| 3M | -22.5% | +9.9% | -32.4% | -24.7% |
| 6M | -37.7% | +9.4% | -47.1% | -39.4% |
| YTD | -39.6% | +0.4% | -40.0% | -40.0% |
| 1Y | -36.0% | +4.0% | -40.1% | -37.3% |
| All | +4.6% | +96.0% | -91.5% | -14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling