+302.0%
ROIV vs SONY
+29.0%
+273.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +22.3% | -4.9% | +27.2% | +24.0% |
| 30D | +16.9% | -1.6% | +18.4% | +16.8% |
| 3M | +43.9% | +10.0% | +33.9% | +37.9% |
| 6M | +41.6% | +8.4% | +33.2% | +35.8% |
| YTD | +92.7% | -8.4% | +101.1% | +95.5% |
| 1Y | +210.2% | -18.4% | +228.5% | +225.9% |
| 3Y | +231.8% | +41.0% | +190.9% | +175.4% |
| 5Y | +319.8% | +9.3% | +310.5% | +265.4% |
| All | +302.0% | +29.0% | +273.0% | +252.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling