+4.9%
MSFT vs ROIV
+87.6%
-82.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.3% |
| 7D | -1.3% | +1.7% | -2.9% | -1.4% |
| 30D | -1.8% | +17.6% | -19.4% | -2.9% |
| 3M | +5.6% | +9.0% | -3.3% | +4.8% |
| 6M | +29.8% | +35.3% | -5.5% | +25.7% |
| YTD | +9.0% | +82.2% | -73.2% | +2.5% |
| 1Y | +4.9% | +92.3% | -87.3% | -1.9% |
| All | +4.9% | +87.6% | -82.7% | -1.9% |
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