+94.6%
ROIV vs SUI
-2.0%
+96.5%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.9% | +6.8% | +5.9% |
| 7D | +14.3% | +3.4% | +10.9% | +14.1% |
| 30D | +16.2% | +4.6% | +11.6% | +15.8% |
| 3M | +15.1% | +1.6% | +13.5% | +14.4% |
| 6M | +44.2% | -3.5% | +47.7% | +44.3% |
| YTD | +89.8% | -1.0% | +90.8% | +86.8% |
| 1Y | +94.6% | -1.7% | +96.3% | +91.4% |
| All | +94.6% | -2.0% | +96.5% | +91.4% |
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