+205.1%
ROL vs UUUU
+495.2%
-290.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.4% |
| 7D | -3.2% | -5.0% | +1.8% | -3.0% |
| 30D | -6.6% | -7.8% | +1.2% | -6.4% |
| 3M | -27.3% | -0.4% | -26.9% | -27.5% |
| 6M | -38.1% | -32.9% | -5.2% | -37.4% |
| YTD | -41.8% | -6.3% | -35.5% | -42.5% |
| 1Y | -37.8% | +7.9% | -45.7% | -39.6% |
| 3Y | -0.3% | +85.2% | -85.5% | -8.6% |
| 5Y | -5.1% | +97.0% | -102.0% | -15.8% |
| All | +205.1% | +495.2% | -290.1% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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