+0.7%
PL vs ROIV
+93.5%
-92.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +6.2% | +4.2% | +7.2% |
| 7D | -6.8% | +5.3% | -12.2% | -9.2% |
| 30D | -29.3% | +11.9% | -41.2% | -33.2% |
| 3M | -44.8% | +10.7% | -55.5% | -48.5% |
| 6M | -68.4% | +34.9% | -103.3% | -74.2% |
| YTD | -36.4% | +79.2% | -115.5% | -58.2% |
| 1Y | +0.7% | +89.0% | -88.3% | -44.4% |
| All | +0.7% | +93.5% | -92.8% | -44.4% |
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