+221.3%
ROIV vs SPXU
-38.3%
+259.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.7% | +17.1% | +19.3% |
| 7D | +20.2% | -1.5% | +21.6% | +19.4% |
| 30D | +14.1% | +3.7% | +10.4% | +15.7% |
| 3M | +45.6% | -9.6% | +55.2% | +40.9% |
| 6M | +44.1% | -32.4% | +76.5% | +26.5% |
| YTD | +91.2% | -28.7% | +119.8% | +71.4% |
| 1Y | +221.3% | -38.2% | +259.5% | +184.5% |
| All | +221.3% | -38.3% | +259.6% | +184.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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