+92.4%
ROIV vs SONY
-6.4%
+98.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.2% | +3.9% | +5.9% |
| 7D | +3.0% | +2.9% | +0.1% | +2.8% |
| 30D | +6.8% | +10.2% | -3.4% | +5.9% |
| 3M | +10.5% | +16.1% | -5.6% | +7.5% |
| 6M | +34.8% | +32.1% | +2.7% | +23.4% |
| YTD | +76.2% | +1.4% | +74.8% | +62.3% |
| 1Y | +92.4% | -7.0% | +99.4% | +78.3% |
| All | +92.4% | -6.4% | +98.8% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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