+309.0%
ROIV vs FRSH
-72.5%
+381.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +16.9% | -6.6% | +23.5% | +18.1% |
| 30D | +12.9% | +2.1% | +10.8% | +12.0% |
| 3M | +37.3% | +29.0% | +8.3% | +29.5% |
| 6M | +38.0% | +48.6% | -10.6% | +25.6% |
| YTD | +88.1% | -2.9% | +91.0% | +85.1% |
| 1Y | +183.3% | -7.9% | +191.2% | +180.9% |
| 3Y | +254.6% | -46.5% | +301.2% | +282.5% |
| All | +309.0% | -72.5% | +381.5% | +224.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling