+221.3%
ROIV vs BHP
+76.4%
+144.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.7% | +17.0% | +18.3% |
| 7D | +20.2% | +1.3% | +18.9% | +19.8% |
| 30D | +14.1% | +4.0% | +10.2% | +13.0% |
| 3M | +45.6% | +12.3% | +33.3% | +40.8% |
| 6M | +44.1% | +30.8% | +13.3% | +33.8% |
| YTD | +91.2% | +58.8% | +32.4% | +76.0% |
| 1Y | +221.3% | +76.8% | +144.5% | +197.3% |
| All | +221.3% | +76.4% | +144.9% | +197.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling