+92.4%
ROIV vs BUD
+38.4%
+54.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +3.1% | +3.0% | +5.8% |
| 7D | +3.0% | +3.3% | -0.3% | +2.7% |
| 30D | +6.8% | +11.8% | -5.0% | +5.6% |
| 3M | +10.5% | -1.1% | +11.6% | +11.1% |
| 6M | +34.8% | +14.9% | +19.9% | +31.3% |
| YTD | +76.2% | +32.6% | +43.6% | +69.4% |
| 1Y | +92.4% | +37.2% | +55.2% | +85.7% |
| All | +92.4% | +38.4% | +54.0% | +85.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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