+177.9%
ROIV vs FRSH
-3.3%
+181.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.7% | +6.2% | +1.5% |
| 7D | +0.6% | -8.2% | +8.8% | +0.5% |
| 30D | +1.0% | +10.5% | -9.5% | +1.1% |
| 3M | +18.3% | +32.7% | -14.5% | +18.3% |
| 6M | +18.3% | +50.3% | -32.0% | +17.7% |
| YTD | +61.0% | +3.9% | +57.0% | +59.3% |
| 1Y | +177.9% | -2.2% | +180.0% | +178.3% |
| All | +177.9% | -3.3% | +181.2% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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