+291.1%
ROIV vs TENB
+16.0%
+275.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.7% | +0.9% | +4.0% |
| 7D | +13.3% | -8.0% | +21.3% | +15.0% |
| 30D | +14.8% | +5.0% | +9.8% | +13.4% |
| 3M | +11.9% | +20.0% | -8.1% | +7.0% |
| 6M | +42.4% | +100.0% | -57.6% | +21.4% |
| YTD | +87.4% | +85.6% | +1.8% | +60.7% |
| 1Y | +97.2% | +57.8% | +39.4% | +74.7% |
| 3Y | +375.7% | +17.6% | +358.1% | +340.1% |
| 5Y | +379.0% | -21.7% | +400.8% | +356.3% |
| All | +291.1% | +16.0% | +275.1% | +270.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling