+387.2%
BE vs ROIV
+378.2%
+8.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.2% | -2.8% | +1.6% |
| 7D | -14.7% | +5.3% | -20.1% | -16.0% |
| 30D | -40.5% | +11.9% | -52.4% | -42.3% |
| 3M | -24.3% | +10.7% | -35.0% | -26.7% |
| 6M | -39.3% | +34.9% | -74.2% | -43.9% |
| YTD | +99.4% | +79.2% | +20.2% | +71.6% |
| 1Y | +26.6% | +89.0% | -62.4% | +7.7% |
| 3Y | +1,616.9% | +337.3% | +1,279.6% | +1,112.8% |
| All | +387.2% | +378.2% | +8.9% | +163.3% |
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