+92.1%
ROIV vs BN
-6.6%
+98.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.8% | +0.8% | +3.4% |
| 7D | +13.3% | +3.6% | +9.7% | +12.1% |
| 30D | +14.8% | +15.9% | -1.1% | +10.0% |
| 3M | +11.9% | -2.3% | +14.3% | +13.0% |
| 6M | +42.4% | -8.4% | +50.8% | +46.9% |
| YTD | +87.4% | -5.9% | +93.3% | +85.0% |
| All | +92.1% | -6.6% | +98.8% | +88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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