+1,588.1%
ROL vs PODD
+782.5%
+805.6%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.1% |
| 7D | +0.8% | -9.1% | +9.8% | +2.3% |
| 30D | +20.6% | +7.3% | +13.3% | +19.1% |
| 3M | +4.5% | +3.7% | +0.8% | +3.7% |
| 6M | -26.5% | -2.7% | -23.8% | -26.8% |
| YTD | -34.8% | -47.2% | +12.4% | -28.5% |
| 1Y | -33.2% | -54.0% | +20.8% | -25.1% |
| 3Y | +4.5% | -3.3% | +7.7% | +0.9% |
| 5Y | +15.5% | -52.3% | +67.9% | +22.0% |
| 10Y | +217.2% | +322.4% | -105.1% | +118.3% |
| All | +1,588.1% | +782.5% | +805.6% | +691.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling