+133.8%
ROIV vs SOLS
+22.7%
+111.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.3% | +17.5% | +18.6% |
| 7D | +20.2% | +4.5% | +15.6% | +19.6% |
| 30D | +14.1% | +6.0% | +8.1% | +13.5% |
| 3M | +45.6% | -19.7% | +65.3% | +49.9% |
| 6M | +44.1% | -10.4% | +54.5% | +46.5% |
| YTD | +91.2% | +33.3% | +57.9% | +89.6% |
| All | +133.8% | +22.7% | +111.1% | +132.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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