+280.1%
ROIV vs BHP
+107.3%
+172.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.8% |
| 7D | +1.7% | -0.5% | +2.2% | +1.8% |
| 30D | +17.6% | -4.5% | +22.1% | +18.9% |
| 3M | +9.0% | -6.9% | +15.8% | +10.9% |
| 6M | +35.3% | -10.6% | +45.8% | +38.5% |
| YTD | +82.2% | +37.2% | +45.0% | +67.9% |
| 1Y | +92.3% | +48.0% | +44.2% | +73.9% |
| 3Y | +336.8% | +52.6% | +284.2% | +286.0% |
| 5Y | +370.6% | +116.5% | +254.1% | +325.9% |
| All | +280.1% | +107.3% | +172.8% | +250.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling