+61.5%
ALB vs ROIV
+177.7%
-116.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.5% | -6.0% | -4.7% |
| 7D | -8.1% | +0.6% | -8.7% | -8.2% |
| 30D | +6.3% | +1.0% | +5.3% | +5.8% |
| 3M | -23.6% | +18.3% | -41.9% | -26.4% |
| 6M | -24.6% | +18.3% | -42.9% | -27.7% |
| YTD | -10.3% | +61.0% | -71.2% | -17.5% |
| 1Y | +61.5% | +177.9% | -116.4% | +63.7% |
| All | +61.5% | +177.7% | -116.2% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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