+177.9%
ROIV vs TRMB
-24.7%
+202.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.6% | +1.8% |
| 7D | +0.6% | -2.5% | +3.2% | +1.3% |
| 30D | +1.0% | +1.5% | -0.6% | +0.6% |
| 3M | +18.3% | +6.8% | +11.5% | +16.4% |
| 6M | +18.3% | -14.9% | +33.3% | +24.8% |
| YTD | +61.0% | -24.1% | +85.1% | +70.1% |
| 1Y | +177.9% | -25.4% | +203.3% | +195.8% |
| All | +177.9% | -24.7% | +202.6% | +195.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling