+210.2%
ROIV vs SONY
-18.5%
+228.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | +22.3% | -4.9% | +27.2% | +22.8% |
| 30D | +16.9% | -1.6% | +18.4% | +16.5% |
| 3M | +43.9% | +10.0% | +33.9% | +39.2% |
| 6M | +41.6% | +8.4% | +33.2% | +36.6% |
| YTD | +92.7% | -8.4% | +101.1% | +84.8% |
| 1Y | +210.2% | -18.4% | +228.5% | +202.6% |
| All | +210.2% | -18.5% | +228.6% | +202.6% |
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