+214.7%
ROL vs PODD
+308.1%
-93.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | +3.4% | -4.4% | +7.8% | +4.1% |
| 30D | +20.8% | +9.4% | +11.3% | +19.0% |
| 3M | +3.7% | +3.6% | +0.1% | +3.0% |
| 6M | -27.7% | -4.0% | -23.7% | -27.8% |
| YTD | -34.9% | -47.9% | +13.0% | -28.7% |
| 1Y | -33.3% | -53.8% | +20.5% | -25.7% |
| 3Y | +4.3% | -4.5% | +8.9% | +0.7% |
| 5Y | +15.0% | -51.9% | +66.8% | +20.8% |
| 10Y | +214.7% | +308.9% | -94.2% | +131.9% |
| All | +214.7% | +308.1% | -93.4% | +131.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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