-34.1%
ROL vs SUI
-4.1%
-30.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.7% | -1.1% |
| 7D | -1.7% | -3.8% | +2.1% | 0.0% |
| 30D | +18.5% | +3.9% | +14.6% | +16.6% |
| 3M | +4.3% | +0.2% | +4.1% | +3.8% |
| 6M | -27.7% | -4.2% | -23.6% | -27.2% |
| YTD | -35.8% | -2.5% | -33.3% | -36.2% |
| 1Y | -34.1% | -4.0% | -30.1% | -33.4% |
| All | -34.1% | -4.1% | -30.0% | -33.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling