+302.4%
ROIV vs SONY
+45.8%
+256.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | +9.5% | +2.1% | +7.4% | +8.5% |
| 30D | +21.0% | +9.2% | +11.8% | +17.4% |
| 3M | +18.7% | +12.2% | +6.5% | +13.6% |
| 6M | +44.5% | +24.4% | +20.1% | +32.5% |
| YTD | +92.9% | +3.5% | +89.4% | +87.9% |
| 1Y | +100.2% | -9.2% | +109.4% | +103.7% |
| 3Y | +375.0% | +55.6% | +319.4% | +282.8% |
| 5Y | +435.2% | +12.0% | +423.2% | +354.4% |
| All | +302.4% | +45.8% | +256.7% | +238.4% |
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