+273.8%
ROIV vs ARWR
-12.1%
+286.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +5.9% |
| 7D | +5.3% | -2.9% | +8.2% | +6.1% |
| 30D | +11.9% | -5.4% | +17.3% | +13.4% |
| 3M | +10.7% | -32.2% | +42.9% | +20.7% |
| 6M | +34.9% | -26.5% | +61.4% | +43.3% |
| YTD | +79.2% | -12.4% | +91.6% | +81.2% |
| 1Y | +89.0% | +46.9% | +42.1% | +66.1% |
| 3Y | +337.3% | +116.0% | +221.4% | +214.5% |
| 5Y | +402.3% | -28.0% | +430.3% | +297.1% |
| All | +273.8% | -12.1% | +286.0% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling