+41.5%
DRAM vs ROIV
+44.3%
-2.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.2% | 0.0% | +3.5% |
| 7D | -18.2% | +5.3% | -23.5% | -19.6% |
| 30D | -34.5% | +11.9% | -46.4% | -37.2% |
| 3M | -23.6% | +10.7% | -34.3% | -27.8% |
| 6M | -19.3% | +34.9% | -54.2% | -27.8% |
| All | +41.5% | +44.3% | -2.7% | +25.2% |
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