+263.2%
ROIV vs AZO
+11.4%
+251.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.0% |
| 7D | +22.3% | -0.8% | +23.1% | +22.4% |
| 30D | +16.9% | -5.1% | +22.0% | +17.9% |
| 3M | +43.9% | -7.2% | +51.2% | +45.5% |
| 6M | +41.6% | -20.7% | +62.3% | +47.9% |
| YTD | +92.7% | -14.2% | +106.8% | +98.2% |
| 1Y | +210.2% | -32.2% | +242.3% | +232.0% |
| All | +263.2% | +11.4% | +251.9% | +260.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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