+197.3%
ROIV vs FRSH
-10.8%
+208.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.1% |
| 7D | +19.0% | -11.2% | +30.1% | +18.6% |
| 30D | +16.1% | -0.8% | +17.0% | +15.9% |
| 3M | +44.1% | +26.4% | +17.7% | +43.5% |
| 6M | +37.8% | +48.4% | -10.5% | +36.3% |
| YTD | +88.7% | -3.1% | +91.8% | +86.2% |
| 1Y | +197.3% | -8.7% | +206.0% | +196.5% |
| All | +197.3% | -10.8% | +208.1% | +196.5% |
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 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