+311.0%
ROIV vs EOSE
-70.2%
+381.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.9% | +1.8% | -1.7% |
| 7D | +19.0% | +14.0% | +5.0% | +17.7% |
| 30D | +16.1% | -5.9% | +22.0% | +16.4% |
| 3M | +44.1% | -34.3% | +78.4% | +47.9% |
| 6M | +37.8% | -37.8% | +75.6% | +40.0% |
| YTD | +88.7% | -65.2% | +153.8% | +98.5% |
| 1Y | +197.3% | -41.9% | +239.2% | +194.7% |
| 3Y | +224.9% | +44.6% | +180.4% | +166.8% |
| 5Y | +311.0% | -69.2% | +380.2% | +224.7% |
| All | +311.0% | -70.2% | +381.3% | +224.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling