+210.2%
ROIV vs EOSE
-40.1%
+250.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.1% |
| 7D | +22.3% | +15.0% | +7.4% | +20.8% |
| 30D | +16.9% | +2.5% | +14.4% | +16.3% |
| 3M | +43.9% | -33.7% | +77.6% | +47.2% |
| 6M | +41.6% | -32.7% | +74.3% | +41.8% |
| YTD | +92.7% | -63.8% | +156.5% | +102.5% |
| 1Y | +210.2% | -40.5% | +250.7% | +256.3% |
| All | +210.2% | -40.1% | +250.2% | +256.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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