+57.4%
MAR vs ROIV
+97.8%
-40.5%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.0% | +1.5% |
| 7D | +7.7% | +3.0% | +4.7% | +7.4% |
| 30D | +19.4% | +6.8% | +12.5% | +18.6% |
| 3M | +23.3% | +10.5% | +12.8% | +21.6% |
| 6M | +22.8% | +34.8% | -12.0% | +17.1% |
| YTD | +37.8% | +76.2% | -38.4% | +27.3% |
| 1Y | +57.4% | +92.4% | -35.0% | +41.5% |
| All | +57.4% | +97.8% | -40.5% | +41.5% |
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