+316.5%
ROIV vs TENB
-28.0%
+344.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -1.6% | +20.4% | +19.1% |
| 7D | +20.2% | -5.0% | +25.2% | +21.4% |
| 30D | +14.1% | -7.4% | +21.5% | +15.4% |
| 3M | +45.6% | +22.3% | +23.3% | +37.0% |
| 6M | +44.1% | +60.2% | -16.0% | +25.7% |
| YTD | +91.2% | +43.2% | +47.9% | +70.3% |
| 1Y | +221.3% | +8.2% | +213.1% | +206.0% |
| 3Y | +229.2% | -23.8% | +253.0% | +232.3% |
| 5Y | +316.5% | -26.9% | +343.3% | +353.1% |
| All | +316.5% | -28.0% | +344.5% | +353.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 TENB 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