0.0%
EWZ vs ROIV
+91.0%
-91.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.4% |
| 7D | +0.1% | +9.2% | -9.1% | -1.1% |
| 30D | -25.9% | +19.9% | -45.8% | -27.6% |
| 3M | -6.1% | +10.6% | -16.7% | -7.7% |
| 6M | -16.1% | +36.1% | -52.2% | -20.3% |
| YTD | +1.0% | +84.3% | -83.3% | -6.4% |
| 1Y | 0.0% | +87.6% | -87.6% | -8.1% |
| All | 0.0% | +91.0% | -91.0% | -8.1% |
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