+375.7%
ROIV vs BIDU
-24.2%
+399.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +4.7% |
| 7D | +13.3% | +5.4% | +7.9% | +12.5% |
| 30D | +14.8% | -5.0% | +19.8% | +15.5% |
| 3M | +11.9% | -26.1% | +38.1% | +16.3% |
| 6M | +42.4% | -42.6% | +85.0% | +53.6% |
| YTD | +87.4% | -38.0% | +125.4% | +98.3% |
| 1Y | +97.2% | -35.7% | +132.9% | +107.1% |
| 3Y | +375.7% | -22.9% | +398.6% | +371.1% |
| All | +375.7% | -24.2% | +399.8% | +371.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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