+183.3%
ROIV vs EQX
+17.2%
+166.0%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | +16.9% | -3.2% | +20.1% | +17.4% |
| 30D | +12.9% | +7.8% | +5.1% | +11.3% |
| 3M | +37.3% | +21.3% | +16.0% | +32.1% |
| 6M | +38.0% | -22.4% | +60.4% | +40.7% |
| YTD | +88.1% | -11.3% | +99.4% | +88.4% |
| 1Y | +183.3% | +13.5% | +169.8% | +189.8% |
| All | +183.3% | +17.2% | +166.0% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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