+44.5%
ROIV vs EOSE
-74.7%
+119.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +14.4% | -12.8% | 0.0% |
| 7D | +9.5% | -7.0% | +16.5% | +10.1% |
| 30D | +21.0% | -16.7% | +37.7% | +22.2% |
| 3M | +18.7% | -53.1% | +71.8% | +27.0% |
| 6M | +44.5% | -76.8% | +121.3% | +49.2% |
| All | +44.5% | -74.7% | +119.2% | +49.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling