+69.5%
NI vs ROIV
+201.4%
-131.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.2% | -0.7% |
| 7D | +2.0% | +0.6% | +1.4% | +2.0% |
| 30D | -3.5% | +1.0% | -4.5% | -3.6% |
| 3M | -9.1% | +18.3% | -27.4% | -10.1% |
| 6M | -11.8% | +18.3% | -30.2% | -12.9% |
| YTD | +1.1% | +61.0% | -59.9% | -2.5% |
| 1Y | +6.7% | +177.9% | -171.2% | -1.8% |
| All | +69.5% | +201.4% | -131.9% | +51.2% |
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