+24.2%
EW vs ROIV
+96.8%
-72.6%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.6% |
| 7D | +6.5% | +9.5% | -3.0% | +6.0% |
| 30D | +22.5% | +21.0% | +1.5% | +21.4% |
| 3M | +13.0% | +18.7% | -5.8% | +12.0% |
| 6M | +37.1% | +44.5% | -7.4% | +33.1% |
| YTD | +24.1% | +92.9% | -68.7% | +17.2% |
| 1Y | +24.2% | +100.2% | -76.0% | +16.8% |
| All | +24.2% | +96.8% | -72.6% | +16.8% |
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 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