+207.9%
ROL vs TECH
+178.6%
+29.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.4% | -2.5% |
| 7D | -3.4% | +0.2% | -3.6% | -3.5% |
| 30D | -6.9% | +0.1% | -7.1% | -7.0% |
| 3M | -24.6% | +37.5% | -62.1% | -30.1% |
| 6M | -39.5% | +34.6% | -74.1% | -44.4% |
| YTD | -41.1% | +23.5% | -64.6% | -44.9% |
| 1Y | -37.9% | +34.4% | -72.3% | -43.5% |
| 3Y | +0.8% | +2.3% | -1.5% | -5.3% |
| 5Y | -4.7% | -41.7% | +37.0% | +4.5% |
| 10Y | +207.9% | +177.6% | +30.2% | +87.7% |
| All | +207.9% | +178.6% | +29.2% | +87.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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