+291.1%
ROIV vs BIDU
-44.7%
+335.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +4.8% |
| 7D | +13.3% | +5.4% | +7.9% | +12.4% |
| 30D | +14.8% | -5.0% | +19.8% | +15.7% |
| 3M | +11.9% | -26.1% | +38.1% | +17.1% |
| 6M | +42.4% | -42.6% | +85.0% | +54.9% |
| YTD | +87.4% | -38.0% | +125.4% | +99.9% |
| 1Y | +97.2% | -35.7% | +132.9% | +108.5% |
| 3Y | +375.7% | -22.9% | +398.6% | +373.6% |
| 5Y | +379.0% | -49.9% | +428.9% | +389.8% |
| All | +291.1% | -44.7% | +335.8% | +316.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling