+273.8%
ROIV vs BUD
+29.9%
+244.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.5% |
| 7D | +5.3% | +4.5% | +0.9% | +4.0% |
| 30D | +11.9% | +12.5% | -0.6% | +8.3% |
| 3M | +10.7% | 0.0% | +10.7% | +10.4% |
| 6M | +34.9% | +3.8% | +31.1% | +32.9% |
| YTD | +79.2% | +33.1% | +46.1% | +64.0% |
| 1Y | +89.0% | +35.5% | +53.5% | +71.9% |
| 3Y | +337.3% | +49.4% | +287.9% | +280.0% |
| 5Y | +402.3% | +48.0% | +354.3% | +323.7% |
| All | +273.8% | +29.9% | +244.0% | +207.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling