+291.1%
ROIV vs SONY
+48.9%
+242.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.2% | +4.4% | +4.5% |
| 7D | +13.3% | +6.1% | +7.2% | +11.1% |
| 30D | +14.8% | +12.2% | +2.6% | +10.5% |
| 3M | +11.9% | +15.3% | -3.4% | +6.2% |
| 6M | +42.4% | +34.3% | +8.1% | +27.1% |
| YTD | +87.4% | +5.7% | +81.7% | +81.4% |
| 1Y | +97.2% | -2.3% | +99.6% | +95.7% |
| 3Y | +375.7% | +67.1% | +308.5% | +272.6% |
| 5Y | +379.0% | +13.0% | +366.0% | +305.1% |
| All | +291.1% | +48.9% | +242.2% | +226.8% |
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