+210.2%
ROIV vs LEN
-41.8%
+251.9%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | +22.3% | -3.4% | +25.7% | +22.7% |
| 30D | +16.9% | -5.7% | +22.5% | +17.6% |
| 3M | +43.9% | -12.2% | +56.2% | +46.8% |
| 6M | +41.6% | -18.3% | +59.9% | +44.2% |
| YTD | +92.7% | -20.2% | +112.9% | +94.6% |
| 1Y | +210.2% | -40.1% | +250.2% | +241.0% |
| All | +210.2% | -41.8% | +251.9% | +241.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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