+87.6%
ROIV vs SUI
-4.1%
+91.7%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.4% |
| 7D | +9.2% | -3.8% | +13.0% | +9.3% |
| 30D | +19.9% | +3.9% | +16.0% | +19.4% |
| 3M | +10.6% | +0.2% | +10.4% | +9.8% |
| 6M | +36.1% | -4.2% | +40.2% | +35.7% |
| YTD | +84.3% | -2.5% | +86.8% | +80.7% |
| 1Y | +87.6% | -4.0% | +91.6% | +86.7% |
| All | +87.6% | -4.1% | +91.7% | +86.7% |
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