+34.5%
BBY vs ROIV
+97.8%
-63.3%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +6.1% | +1.9% | +7.4% |
| 7D | +4.5% | +3.0% | +1.5% | +4.2% |
| 30D | +16.0% | +6.8% | +9.1% | +15.3% |
| 3M | +18.6% | +10.5% | +8.1% | +17.6% |
| 6M | +80.1% | +34.8% | +45.3% | +74.3% |
| YTD | +57.4% | +76.2% | -18.7% | +46.5% |
| 1Y | +34.5% | +92.4% | -57.9% | +21.2% |
| All | +34.5% | +97.8% | -63.3% | +21.2% |
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