+250.4%
ROIV vs SWK
-38.7%
+289.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.3% |
| 7D | +0.6% | -0.4% | +1.1% | +0.7% |
| 30D | +1.0% | -5.7% | +6.7% | +2.5% |
| 3M | +18.3% | +24.1% | -5.8% | +11.1% |
| 6M | +18.3% | +24.7% | -6.4% | +10.5% |
| YTD | +61.0% | +33.9% | +27.0% | +47.0% |
| 1Y | +177.9% | +34.7% | +143.2% | +152.2% |
| 3Y | +199.1% | +15.3% | +183.8% | +174.7% |
| All | +250.4% | -38.7% | +289.1% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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