+389.2%
ROIV vs ARWR
-34.9%
+424.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.5% |
| 7D | +1.7% | -17.8% | +19.5% | +6.4% |
| 30D | +17.6% | -18.1% | +35.7% | +23.2% |
| 3M | +9.0% | -44.2% | +53.1% | +25.6% |
| 6M | +35.3% | -38.6% | +73.9% | +51.0% |
| YTD | +82.2% | -28.0% | +110.2% | +92.7% |
| 1Y | +92.3% | +16.1% | +76.1% | +75.0% |
| 3Y | +336.8% | +84.0% | +252.8% | +204.3% |
| All | +389.2% | -34.9% | +424.1% | +326.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling