+250.4%
ROIV vs HDB
-35.4%
+285.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.5% |
| 30D | +1.0% | -2.8% | +3.8% | +1.7% |
| 3M | +18.3% | -3.5% | +21.8% | +18.9% |
| 6M | +18.3% | -24.7% | +43.0% | +28.4% |
| YTD | +61.0% | -36.6% | +97.5% | +84.1% |
| 1Y | +177.9% | -34.4% | +212.3% | +214.1% |
| 3Y | +199.1% | -24.4% | +223.5% | +218.8% |
| All | +250.4% | -35.4% | +285.8% | +236.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling