+263.2%
ROIV vs FRSH
-46.2%
+309.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.9% |
| 7D | +22.3% | -9.6% | +31.9% | +23.6% |
| 30D | +16.9% | -0.4% | +17.3% | +16.5% |
| 3M | +43.9% | +27.2% | +16.7% | +38.3% |
| 6M | +41.6% | +42.2% | -0.6% | +33.1% |
| YTD | +92.7% | -2.6% | +95.3% | +91.7% |
| 1Y | +210.2% | -10.2% | +220.3% | +212.3% |
| All | +263.2% | -46.2% | +309.5% | +256.4% |
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