+336.8%
ROIV vs BWA
+64.0%
+272.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | +1.7% | +4.3% | -2.6% | +0.7% |
| 30D | +17.6% | -13.0% | +30.6% | +21.2% |
| 3M | +9.0% | -24.8% | +33.8% | +15.8% |
| 6M | +35.3% | -23.5% | +58.8% | +42.2% |
| YTD | +82.2% | +13.8% | +68.3% | +68.0% |
| 1Y | +92.3% | +13.4% | +78.8% | +77.3% |
| 3Y | +336.8% | +62.8% | +274.0% | +246.2% |
| All | +336.8% | +64.0% | +272.8% | +246.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling