+316.5%
ROIV vs BIDU
-44.5%
+360.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -7.0% | +25.7% | +20.1% |
| 7D | +20.2% | -2.4% | +22.6% | +20.3% |
| 30D | +14.1% | -15.6% | +29.8% | +17.4% |
| 3M | +45.6% | -22.3% | +67.9% | +51.9% |
| 6M | +44.1% | -22.3% | +66.4% | +49.2% |
| YTD | +91.2% | -29.2% | +120.3% | +101.2% |
| 1Y | +221.3% | -14.8% | +236.1% | +222.2% |
| 3Y | +229.2% | -31.8% | +261.0% | +237.0% |
| 5Y | +316.5% | -43.1% | +359.6% | +304.5% |
| All | +316.5% | -44.5% | +360.9% | +304.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling