+341.9%
ROIV vs TECH
+29.5%
+312.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.5% |
| 7D | +9.2% | +0.2% | +9.0% | +9.1% |
| 30D | +19.9% | +0.5% | +19.4% | +19.8% |
| 3M | +10.6% | +1.0% | +9.6% | +10.4% |
| 6M | +36.1% | +54.1% | -18.0% | +22.3% |
| YTD | +84.3% | +24.4% | +59.9% | +72.1% |
| 1Y | +87.6% | +19.3% | +68.3% | +76.9% |
| All | +341.9% | +29.5% | +312.3% | +306.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 3y: compounded portfolio wealth divided by compounded TECH 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…
3y analysis · Full analysis span regression · 6 months rolling