+379.0%
ROIV vs IBB
+41.1%
+338.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.8% | +1.8% | +1.6% |
| 7D | +13.3% | +2.7% | +10.6% | +10.3% |
| 30D | +14.8% | +6.3% | +8.4% | +7.5% |
| 3M | +11.9% | +11.1% | +0.9% | -1.4% |
| 6M | +42.4% | +29.2% | +13.2% | +5.8% |
| YTD | +87.4% | +30.2% | +57.2% | +38.3% |
| 1Y | +97.2% | +39.5% | +57.7% | +34.6% |
| 3Y | +375.7% | +92.3% | +283.3% | +118.8% |
| 5Y | +379.0% | +43.0% | +336.1% | +170.4% |
| All | +379.0% | +41.1% | +338.0% | +170.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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