+92.4%
ROIV vs HDB
-32.8%
+125.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.6% | +0.5% | +5.1% |
| 7D | +3.0% | +12.9% | -9.9% | +1.1% |
| 30D | +6.8% | +10.0% | -3.2% | +5.0% |
| 3M | +10.5% | +1.8% | +8.7% | +10.6% |
| 6M | +34.8% | -2.1% | +36.9% | +35.2% |
| YTD | +76.2% | -33.4% | +109.6% | +106.9% |
| 1Y | +92.4% | -32.9% | +125.3% | +124.4% |
| All | +92.4% | -32.8% | +125.2% | +124.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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