+302.4%
ROIV vs TRMB
-10.9%
+313.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.2% | -1.6% | +0.6% |
| 7D | +9.5% | +4.1% | +5.4% | +8.2% |
| 30D | +21.0% | -5.1% | +26.0% | +21.4% |
| 3M | +18.7% | -2.6% | +21.3% | +17.7% |
| 6M | +44.5% | -2.7% | +47.2% | +42.6% |
| YTD | +92.9% | -27.9% | +120.8% | +110.4% |
| 1Y | +100.2% | -29.0% | +129.3% | +119.2% |
| 3Y | +375.0% | +35.0% | +340.1% | +302.4% |
| 5Y | +435.2% | -33.9% | +469.1% | +433.4% |
| All | +302.4% | -10.9% | +313.3% | +295.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling