+94.6%
ROIV vs BWA
+13.5%
+81.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.9% | +3.2% | +1.5% |
| 7D | +14.3% | -2.4% | +16.7% | +14.5% |
| 30D | +16.2% | -17.7% | +33.9% | +18.5% |
| 3M | +15.1% | -27.0% | +42.1% | +18.8% |
| 6M | +44.2% | -17.3% | +61.5% | +45.5% |
| YTD | +89.8% | +12.9% | +77.0% | +82.5% |
| 1Y | +94.6% | +12.9% | +81.7% | +86.4% |
| All | +94.6% | +13.5% | +81.1% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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