+38.7%
EXPE vs ROIV
+177.7%
-139.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.5% | -3.2% | -1.8% |
| 7D | -9.5% | +0.6% | -10.2% | -9.6% |
| 30D | -6.6% | +1.0% | -7.6% | -7.0% |
| 3M | +31.4% | +18.3% | +13.1% | +27.6% |
| 6M | +35.2% | +18.3% | +16.9% | +30.9% |
| YTD | +5.8% | +61.0% | -55.2% | -2.0% |
| 1Y | +38.7% | +177.9% | -139.2% | +17.6% |
| All | +38.7% | +177.7% | -139.0% | +17.6% |
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