+92.3%
ROIV vs BUD
+33.8%
+58.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.2% |
| 7D | +1.7% | +1.0% | +0.7% | +1.6% |
| 30D | +17.6% | +6.7% | +10.9% | +16.8% |
| 3M | +9.0% | +5.7% | +3.2% | +8.3% |
| 6M | +35.3% | +5.8% | +29.5% | +34.2% |
| YTD | +82.2% | +34.4% | +47.8% | +73.8% |
| 1Y | +92.3% | +33.3% | +59.0% | +83.8% |
| All | +92.3% | +33.8% | +58.5% | +83.8% |
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