+235.9%
ROIV vs SONY
+35.1%
+200.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.0% |
| 7D | +0.6% | -1.2% | +1.8% | +1.0% |
| 30D | +1.0% | +9.4% | -8.5% | -2.3% |
| 3M | +18.3% | +10.5% | +7.8% | +13.6% |
| 6M | +18.3% | +11.7% | +6.6% | +12.8% |
| YTD | +61.0% | -4.1% | +65.0% | +61.4% |
| 1Y | +177.9% | -11.8% | +189.7% | +185.1% |
| 3Y | +199.1% | +45.9% | +153.2% | +146.4% |
| 5Y | +250.7% | +16.3% | +234.4% | +201.5% |
| All | +235.9% | +35.1% | +200.7% | +190.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling