+221.3%
ROIV vs BWA
+53.0%
+168.3%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.9% | +20.6% | +19.0% |
| 7D | +20.2% | +4.3% | +15.9% | +19.3% |
| 30D | +14.1% | -2.9% | +17.0% | +14.4% |
| 3M | +45.6% | -12.4% | +58.0% | +47.5% |
| 6M | +44.1% | +28.6% | +15.6% | +38.4% |
| YTD | +91.2% | +48.2% | +42.9% | +76.7% |
| 1Y | +221.3% | +50.9% | +170.4% | +200.0% |
| All | +221.3% | +53.0% | +168.3% | +200.0% |
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