+30.7%
HD vs ROIV
+357.5%
-326.8%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.3% |
| 7D | +1.5% | +1.7% | -0.2% | +1.3% |
| 30D | +18.0% | +17.6% | +0.4% | +15.4% |
| 3M | +2.8% | +9.0% | -6.2% | +1.2% |
| 6M | +17.0% | +35.3% | -18.3% | +10.7% |
| YTD | +3.5% | +82.2% | -78.6% | -7.0% |
| 1Y | -2.6% | +92.3% | -94.8% | -13.6% |
| 3Y | +30.7% | +336.8% | -306.1% | -5.2% |
| All | +30.7% | +357.5% | -326.8% | -5.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling