+183.3%
ROIV vs CNI
+33.8%
+149.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +16.9% | -0.4% | +17.2% | +16.9% |
| 30D | +12.9% | -2.7% | +15.6% | +13.2% |
| 3M | +37.3% | +3.9% | +33.4% | +36.2% |
| 6M | +38.0% | +16.4% | +21.6% | +33.4% |
| YTD | +88.1% | +25.8% | +62.3% | +81.4% |
| 1Y | +183.3% | +32.4% | +150.9% | +173.0% |
| All | +183.3% | +33.8% | +149.4% | +173.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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