+336.8%
ROIV vs FRSH
-27.1%
+363.9%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | +1.7% | +4.6% | -3.0% | +1.2% |
| 30D | +17.6% | -7.5% | +25.0% | +18.3% |
| 3M | +9.0% | -0.1% | +9.0% | +8.5% |
| 6M | +35.3% | +54.5% | -19.2% | +26.4% |
| YTD | +82.2% | +3.4% | +78.7% | +79.9% |
| 1Y | +92.3% | +6.4% | +85.9% | +88.6% |
| 3Y | +336.8% | -26.3% | +363.0% | +346.3% |
| All | +336.8% | -27.1% | +363.9% | +346.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling