+89.0%
ROIV vs ARWR
+44.4%
+44.6%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.2% | +5.0% | +6.0% |
| 7D | +5.3% | -2.9% | +8.2% | +5.9% |
| 30D | +11.9% | -5.4% | +17.3% | +13.0% |
| 3M | +10.7% | -32.2% | +42.9% | +17.4% |
| 6M | +34.9% | -26.5% | +61.4% | +40.3% |
| YTD | +79.2% | -12.4% | +91.6% | +82.1% |
| 1Y | +89.0% | +46.9% | +42.1% | +87.9% |
| All | +89.0% | +44.4% | +44.6% | +87.9% |
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