+216.0%
ROL vs SUI
+115.7%
+100.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.6% |
| 7D | +9.5% | +6.2% | +3.3% | +7.2% |
| 30D | +22.9% | +8.6% | +14.4% | +19.4% |
| 3M | +3.5% | +1.0% | +2.5% | +3.1% |
| 6M | -29.4% | -2.6% | -26.8% | -28.9% |
| YTD | -36.1% | -0.1% | -35.9% | -36.3% |
| 1Y | -34.4% | +0.5% | -34.8% | -34.7% |
| 3Y | +4.0% | +15.3% | -11.2% | -3.5% |
| 5Y | +13.2% | -26.1% | +39.4% | +22.7% |
| All | +216.0% | +115.7% | +100.3% | +146.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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