+87.6%
ROIV vs S
+29.4%
+58.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -6.3% | +1.8% | -3.8% |
| 7D | +9.2% | +4.1% | +5.1% | +8.9% |
| 30D | +19.9% | -7.2% | +27.1% | +20.6% |
| 3M | +10.6% | 0.0% | +10.6% | +11.0% |
| 6M | +36.1% | +41.6% | -5.5% | +32.7% |
| YTD | +84.3% | +48.6% | +35.7% | +75.9% |
| 1Y | +87.6% | +30.0% | +57.5% | +81.0% |
| All | +87.6% | +29.4% | +58.1% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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