+6.9%
NI vs ROIV
+221.6%
-214.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +18.8% | -17.5% | +0.8% |
| 7D | +2.3% | +20.2% | -17.9% | +1.9% |
| 30D | -1.7% | +14.1% | -15.8% | -2.0% |
| 3M | -8.0% | +45.6% | -53.6% | -8.5% |
| 6M | -8.6% | +44.1% | -52.8% | -9.2% |
| YTD | +2.3% | +91.2% | -88.8% | +1.0% |
| 1Y | +6.9% | +221.3% | -214.4% | +6.1% |
| All | +6.9% | +221.6% | -214.6% | +6.1% |
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