+389.2%
ROIV vs HBM
+194.0%
+195.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -0.9% |
| 7D | +1.7% | +2.2% | -0.6% | +1.2% |
| 30D | +17.6% | -11.8% | +29.4% | +20.5% |
| 3M | +9.0% | -19.2% | +28.2% | +13.6% |
| 6M | +35.3% | -22.9% | +58.2% | +40.3% |
| YTD | +82.2% | +7.8% | +74.4% | +73.2% |
| 1Y | +92.3% | +34.9% | +57.3% | +73.7% |
| 3Y | +336.8% | +422.2% | -85.4% | +167.8% |
| All | +389.2% | +194.0% | +195.2% | +253.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling