+1,076.1%
BE vs ROIV
+250.7%
+825.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.5% | +5.8% | +7.0% |
| 7D | +20.0% | +0.6% | +19.3% | +19.8% |
| 30D | +7.9% | +1.0% | +7.0% | +7.5% |
| 3M | -13.2% | +18.3% | -31.5% | -16.2% |
| 6M | +53.5% | +18.3% | +35.1% | +47.9% |
| YTD | +191.0% | +61.0% | +130.1% | +160.8% |
| 1Y | +360.5% | +177.9% | +182.6% | +267.9% |
| 3Y | +1,568.0% | +199.1% | +1,368.9% | +1,192.9% |
| All | +1,076.1% | +250.7% | +825.4% | +560.8% |
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