+296.1%
ROIV vs TECH
-3.4%
+299.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +14.3% | +0.2% | +14.1% | +14.2% |
| 30D | +16.2% | +0.5% | +15.7% | +16.1% |
| 3M | +15.1% | +1.1% | +14.0% | +14.8% |
| 6M | +44.2% | +51.0% | -6.8% | +26.4% |
| YTD | +89.8% | +24.4% | +65.5% | +73.4% |
| 1Y | +94.6% | +27.4% | +67.1% | +75.9% |
| 3Y | +367.5% | +28.5% | +339.1% | +299.8% |
| 5Y | +421.4% | -40.9% | +462.3% | +440.0% |
| All | +296.1% | -3.4% | +299.4% | +298.7% |
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