+197.3%
ROIV vs SPXU
-80.1%
+277.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +1.9% |
| 7D | +0.6% | -0.1% | +0.8% | +0.6% |
| 30D | +1.0% | +0.8% | +0.1% | +1.3% |
| 3M | +18.3% | -4.7% | +23.0% | +17.5% |
| 6M | +18.3% | -29.6% | +47.9% | +8.0% |
| YTD | +61.0% | -29.9% | +90.8% | +47.6% |
| 1Y | +177.9% | -39.1% | +217.0% | +145.8% |
| All | +197.3% | -80.1% | +277.3% | +76.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling