+87.9%
PSX vs ROIV
+101.7%
-13.8%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +4.6% | -1.6% | +3.4% |
| 7D | -8.0% | +13.3% | -21.3% | -6.7% |
| 30D | -9.0% | +14.8% | -23.8% | -7.5% |
| 3M | +24.7% | +11.9% | +12.8% | +26.7% |
| 6M | +49.3% | +42.4% | +6.9% | +56.4% |
| YTD | +100.2% | +87.4% | +12.8% | +113.5% |
| All | +87.9% | +101.7% | -13.8% | +102.7% |
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