+1,465.5%
ROL vs PODD
+767.5%
+697.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.1% | +2.5% | +0.8% |
| 7D | -1.4% | +1.6% | -3.0% | -1.7% |
| 30D | -4.1% | +10.7% | -14.8% | -5.8% |
| 3M | -22.5% | +0.7% | -23.2% | -23.2% |
| 6M | -37.7% | -39.3% | +1.6% | -33.1% |
| YTD | -39.6% | -48.1% | +8.5% | -33.4% |
| 1Y | -36.0% | -57.4% | +21.4% | -27.4% |
| 3Y | -5.1% | -23.3% | +18.1% | -5.0% |
| 5Y | -3.4% | -51.3% | +47.9% | +1.6% |
| 10Y | +215.2% | +242.0% | -26.8% | +124.0% |
| All | +1,465.5% | +767.5% | +697.9% | +636.5% |
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