+532.2%
BE vs ROIV
+380.3%
+151.9%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.2% | -3.8% | -4.6% |
| 7D | +10.8% | +1.7% | +9.2% | +10.5% |
| 30D | -19.8% | +17.6% | -37.4% | -23.1% |
| 3M | -18.7% | +9.0% | -27.7% | -20.8% |
| 6M | -33.7% | +35.3% | -69.0% | -38.8% |
| YTD | +121.0% | +82.2% | +38.8% | +89.3% |
| 1Y | +85.4% | +92.3% | -6.9% | +56.7% |
| 3Y | +1,709.5% | +336.8% | +1,372.7% | +1,176.0% |
| All | +532.2% | +380.3% | +151.9% | +235.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling