+250.4%
ROIV vs SUI
-32.0%
+282.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +1.6% |
| 7D | +0.6% | -2.8% | +3.5% | +1.6% |
| 30D | +1.0% | -1.2% | +2.1% | +1.3% |
| 3M | +18.3% | -1.7% | +20.0% | +18.4% |
| 6M | +18.3% | -10.5% | +28.8% | +22.4% |
| YTD | +61.0% | -1.8% | +62.8% | +60.8% |
| 1Y | +177.9% | -4.1% | +182.0% | +179.7% |
| 3Y | +199.1% | +11.3% | +187.8% | +180.0% |
| All | +250.4% | -32.0% | +282.3% | +232.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling