+230.8%
RDW vs ROIV
+222.7%
+8.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | +0.9% | +16.9% | -16.0% | -7.1% |
| 30D | -21.3% | +12.9% | -34.2% | -26.4% |
| 3M | -37.9% | +37.3% | -75.2% | -47.1% |
| 6M | +12.3% | +38.0% | -25.7% | -4.6% |
| YTD | +39.7% | +88.1% | -48.4% | +3.4% |
| 1Y | +25.7% | +183.3% | -157.6% | -23.1% |
| 3Y | +230.8% | +254.6% | -23.8% | +77.1% |
| All | +230.8% | +222.7% | +8.2% | +77.1% |
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 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