+1,574.6%
BE vs ROIV
+200.3%
+1,374.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.8% | +6.6% |
| 7D | +20.0% | +0.6% | +19.3% | +19.7% |
| 30D | +7.9% | +1.0% | +7.0% | +7.1% |
| 3M | -13.2% | +18.3% | -31.5% | -18.5% |
| 6M | +53.5% | +18.3% | +35.1% | +43.3% |
| YTD | +191.0% | +61.0% | +130.1% | +140.4% |
| 1Y | +360.5% | +177.9% | +182.6% | +211.7% |
| All | +1,574.6% | +200.3% | +1,374.3% | +952.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling