+336.8%
ROIV vs CNI
+21.4%
+315.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +1.7% | +2.5% | -0.8% | +0.7% |
| 30D | +17.6% | +6.1% | +11.5% | +14.9% |
| 3M | +9.0% | +0.1% | +8.8% | +8.8% |
| 6M | +35.3% | +14.9% | +20.4% | +27.0% |
| YTD | +82.2% | +30.9% | +51.3% | +60.1% |
| 1Y | +92.3% | +33.9% | +58.4% | +66.7% |
| 3Y | +336.8% | +20.2% | +316.6% | +280.4% |
| All | +336.8% | +21.4% | +315.4% | +280.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling