+92.4%
ROIV vs SUI
+1.6%
+90.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.2% | +0.9% | +5.9% |
| 7D | +3.0% | +10.0% | -7.0% | +3.0% |
| 30D | +6.8% | +8.4% | -1.6% | +6.5% |
| 3M | +10.5% | +0.7% | +9.9% | +10.0% |
| 6M | +34.8% | -0.9% | +35.7% | +34.3% |
| YTD | +76.2% | +0.6% | +75.5% | +74.0% |
| 1Y | +92.4% | +0.8% | +91.6% | +90.3% |
| All | +92.4% | +1.6% | +90.8% | +90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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