+284.5%
ROIV vs AZO
+188.3%
+96.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.4% | -4.9% | -4.6% |
| 7D | +9.2% | -1.7% | +10.9% | +9.6% |
| 30D | +19.9% | +12.4% | +7.5% | +16.2% |
| 3M | +10.6% | +6.8% | +3.8% | +8.5% |
| 6M | +36.1% | -4.6% | +40.7% | +37.1% |
| YTD | +84.3% | -4.1% | +88.4% | +85.0% |
| 1Y | +87.6% | -14.2% | +101.7% | +93.8% |
| 3Y | +353.9% | +20.3% | +333.6% | +320.4% |
| 5Y | +376.1% | +72.4% | +303.7% | +301.1% |
| All | +284.5% | +188.3% | +96.2% | +239.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling