+296.1%
ROIV vs SONY
+47.0%
+249.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.7% |
| 7D | +14.3% | +5.2% | +9.1% | +12.3% |
| 30D | +16.2% | +10.7% | +5.5% | +12.3% |
| 3M | +15.1% | +12.1% | +3.0% | +10.2% |
| 6M | +44.2% | +32.6% | +11.7% | +29.2% |
| YTD | +89.8% | +4.3% | +85.5% | +84.4% |
| 1Y | +94.6% | -4.5% | +99.1% | +94.5% |
| 3Y | +367.5% | +56.9% | +310.6% | +275.9% |
| 5Y | +421.4% | +12.5% | +408.9% | +341.9% |
| All | +296.1% | +47.0% | +249.1% | +232.2% |
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