+284.5%
ROIV vs HDB
-17.7%
+302.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -4.2% |
| 7D | +9.2% | +4.1% | +5.1% | +8.2% |
| 30D | +19.9% | +13.0% | +6.9% | +16.3% |
| 3M | +10.6% | +11.3% | -0.7% | +7.2% |
| 6M | +36.1% | +6.9% | +29.1% | +32.9% |
| YTD | +84.3% | -29.6% | +113.9% | +100.9% |
| 1Y | +87.6% | -29.5% | +117.1% | +104.4% |
| 3Y | +353.9% | -8.1% | +362.0% | +356.1% |
| 5Y | +376.1% | -23.4% | +399.5% | +370.6% |
| All | +284.5% | -17.7% | +302.2% | +278.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling