+298.8%
ROIV vs SGI
+195.6%
+103.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.4% | +19.2% | +18.9% |
| 7D | +20.2% | +9.3% | +10.9% | +16.9% |
| 30D | +14.1% | +6.9% | +7.3% | +11.6% |
| 3M | +45.6% | +2.8% | +42.7% | +43.4% |
| 6M | +44.1% | -12.6% | +56.7% | +48.1% |
| YTD | +91.2% | -21.5% | +112.7% | +101.7% |
| 1Y | +221.3% | -18.8% | +240.1% | +233.5% |
| 3Y | +229.2% | +60.8% | +168.4% | +166.8% |
| 5Y | +316.5% | +60.0% | +256.5% | +180.3% |
| All | +298.8% | +195.6% | +103.2% | +166.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SGI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling