+177.9%
ROIV vs SPXS
-40.2%
+218.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +2.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +1.0% | +0.8% | +0.1% | +1.4% |
| 3M | +18.3% | -4.7% | +23.0% | +17.4% |
| 6M | +18.3% | -29.6% | +48.0% | +5.9% |
| YTD | +61.0% | -29.8% | +90.8% | +43.9% |
| 1Y | +177.9% | -38.9% | +216.8% | +150.7% |
| All | +177.9% | -40.2% | +218.1% | +150.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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