-28.6%
BROS vs ROIV
+221.6%
-250.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +18.8% | -20.3% | -5.9% |
| 7D | -0.9% | +20.2% | -21.1% | -5.7% |
| 30D | -13.5% | +14.1% | -27.6% | -16.5% |
| 3M | -18.4% | +45.6% | -64.0% | -27.7% |
| 6M | -10.6% | +44.1% | -54.7% | -20.9% |
| YTD | -25.1% | +91.2% | -116.2% | -40.2% |
| 1Y | -28.6% | +221.3% | -249.9% | -50.4% |
| All | -28.6% | +221.6% | -250.2% | -50.4% |
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