+411.6%
ROIV vs IBB
+37.5%
+374.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +4.3% |
| 7D | +5.3% | -1.8% | +7.2% | +7.6% |
| 30D | +11.9% | +5.1% | +6.8% | +6.2% |
| 3M | +10.7% | +10.7% | 0.0% | -2.2% |
| 6M | +34.9% | +22.9% | +12.0% | +6.1% |
| YTD | +79.2% | +26.7% | +52.5% | +36.4% |
| 1Y | +89.0% | +35.1% | +53.9% | +33.9% |
| 3Y | +337.3% | +80.2% | +257.2% | +118.7% |
| All | +411.6% | +37.5% | +374.1% | +185.0% |
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