+367.5%
ROIV vs SIRI
-22.6%
+390.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.4% |
| 7D | +14.3% | +5.5% | +8.8% | +13.6% |
| 30D | +16.2% | +22.6% | -6.4% | +13.8% |
| 3M | +15.1% | +12.9% | +2.2% | +13.5% |
| 6M | +44.2% | +22.3% | +22.0% | +40.6% |
| YTD | +89.8% | +67.8% | +22.0% | +77.0% |
| 1Y | +94.6% | +54.6% | +40.0% | +83.6% |
| 3Y | +367.5% | -21.4% | +388.9% | +409.3% |
| All | +367.5% | -22.6% | +390.1% | +409.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 3y: compounded portfolio wealth divided by compounded SIRI 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…
3y analysis · Full analysis span regression · 6 months rolling