+235.9%
ROIV vs TECH
-3.9%
+239.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +1.0% | +0.7% | +0.2% | +0.8% |
| 3M | +18.3% | +36.3% | -18.1% | +7.1% |
| 6M | +18.3% | +25.6% | -7.2% | +8.3% |
| YTD | +61.0% | +23.7% | +37.3% | +47.3% |
| 1Y | +177.9% | +37.6% | +140.2% | +143.1% |
| 3Y | +199.1% | -6.6% | +205.6% | +188.6% |
| 5Y | +250.7% | -42.2% | +292.9% | +264.4% |
| All | +235.9% | -3.9% | +239.8% | +238.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling