+94.6%
ROIV vs SPXU
-26.1%
+120.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +1.7% |
| 7D | +14.3% | +0.5% | +13.8% | +15.2% |
| 30D | +16.2% | +10.9% | +5.3% | +21.7% |
| 3M | +15.1% | +9.6% | +5.5% | +20.4% |
| 6M | +44.2% | -4.7% | +48.9% | +43.3% |
| YTD | +89.8% | -24.6% | +114.4% | +72.3% |
| 1Y | +94.6% | -24.7% | +119.3% | +76.9% |
| All | +94.6% | -26.1% | +120.7% | +76.9% |
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