-38.7%
NOW vs ROIV
+97.8%
-136.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | 0.0% |
| 7D | -27.5% | +3.0% | -30.5% | -27.4% |
| 30D | -20.0% | +6.8% | -26.9% | -19.9% |
| 3M | -7.9% | +10.5% | -18.4% | -7.6% |
| 6M | +18.3% | +34.8% | -16.5% | +17.2% |
| YTD | -29.0% | +76.2% | -105.1% | -30.5% |
| 1Y | -38.7% | +92.4% | -131.1% | -40.7% |
| All | -38.7% | +97.8% | -136.5% | -40.7% |
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