+87.6%
ROIV vs ARWR
+12.4%
+75.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.5% | 0.0% | -3.7% |
| 7D | +9.2% | -17.9% | +27.1% | +12.2% |
| 30D | +19.9% | -18.9% | +38.8% | +23.6% |
| 3M | +10.6% | -46.0% | +56.6% | +21.2% |
| 6M | +36.1% | -40.3% | +76.4% | +45.9% |
| YTD | +84.3% | -29.0% | +113.3% | +92.8% |
| 1Y | +87.6% | +13.8% | +73.7% | +90.2% |
| All | +87.6% | +12.4% | +75.2% | +90.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling