+411.6%
ROIV vs SUI
-26.3%
+437.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.7% |
| 7D | +5.3% | +6.2% | -0.9% | +3.1% |
| 30D | +11.9% | +8.6% | +3.3% | +8.4% |
| 3M | +10.7% | +1.0% | +9.7% | +9.8% |
| 6M | +34.9% | -2.6% | +37.5% | +35.0% |
| YTD | +79.2% | -0.1% | +79.3% | +77.3% |
| 1Y | +89.0% | +0.5% | +88.5% | +86.4% |
| 3Y | +337.3% | +15.3% | +322.1% | +300.4% |
| All | +411.6% | -26.3% | +437.9% | +446.7% |
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 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