+280.1%
ROIV vs SONY
+48.9%
+231.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.6% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | +17.6% | +11.1% | +6.5% | +13.5% |
| 3M | +9.0% | +14.7% | -5.7% | +3.6% |
| 6M | +35.3% | +18.8% | +16.5% | +26.3% |
| YTD | +82.2% | +5.7% | +76.4% | +76.3% |
| 1Y | +92.3% | -8.1% | +100.3% | +94.9% |
| 3Y | +336.8% | +64.0% | +272.8% | +245.3% |
| 5Y | +370.6% | +12.6% | +358.0% | +298.0% |
| All | +280.1% | +48.9% | +231.2% | +217.5% |
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