+341.9%
ROIV vs STLD
+127.2%
+214.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.7% | -4.3% |
| 7D | +9.2% | +6.9% | +2.3% | +7.7% |
| 30D | +19.9% | -1.5% | +21.4% | +20.2% |
| 3M | +10.6% | -9.7% | +20.3% | +12.6% |
| 6M | +36.1% | +2.3% | +33.7% | +33.8% |
| YTD | +84.3% | +41.0% | +43.3% | +67.2% |
| 1Y | +87.6% | +51.8% | +35.7% | +67.2% |
| All | +341.9% | +127.2% | +214.7% | +253.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STLD.
Daily Out/Under-Performance
Portfolio return minus STLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLD 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 STLD 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