+87.6%
ROIV vs HBM
+31.2%
+56.4%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.5% | -3.0% | -4.1% |
| 7D | +9.2% | +5.1% | +4.1% | +8.1% |
| 30D | +19.9% | -15.8% | +35.7% | +23.6% |
| 3M | +10.6% | -22.4% | +33.0% | +15.6% |
| 6M | +36.1% | -20.2% | +56.3% | +39.3% |
| YTD | +84.3% | +9.0% | +75.3% | +78.5% |
| 1Y | +87.6% | +27.4% | +60.2% | +76.0% |
| All | +87.6% | +31.2% | +56.4% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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