+4,618.5%
ROL vs NDAQ
+2,666.5%
+1,952.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -1.2% |
| 7D | +2.9% | +2.9% | 0.0% | +2.1% |
| 30D | +20.1% | +17.5% | +2.7% | +15.2% |
| 3M | +3.2% | +15.4% | -12.3% | -0.7% |
| 6M | -28.0% | +24.6% | -52.6% | -32.2% |
| YTD | -35.3% | +14.4% | -49.7% | -38.0% |
| 1Y | -33.6% | +26.9% | -60.6% | -38.2% |
| 3Y | +3.8% | +119.8% | -116.0% | -16.8% |
| 5Y | +14.4% | +70.5% | -56.1% | -2.9% |
| 10Y | +213.1% | +475.8% | -262.7% | +97.4% |
| All | +4,618.5% | +2,666.5% | +1,952.0% | +2,183.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling