+311.0%
ROIV vs EQX
+73.3%
+237.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.1% | +3.0% | -1.6% |
| 7D | +19.0% | -7.0% | +26.0% | +19.7% |
| 30D | +16.1% | +4.8% | +11.3% | +15.5% |
| 3M | +44.1% | +25.6% | +18.5% | +40.7% |
| 6M | +37.8% | -25.8% | +63.7% | +40.1% |
| YTD | +88.7% | -12.7% | +101.4% | +88.8% |
| 1Y | +197.3% | +14.1% | +183.2% | +191.6% |
| 3Y | +224.9% | +165.7% | +59.2% | +197.3% |
| 5Y | +311.0% | +81.2% | +229.8% | +272.9% |
| All | +311.0% | +73.3% | +237.8% | +272.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling