+291.1%
ROIV vs TRMB
-13.7%
+304.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.6% | +4.3% |
| 7D | +13.3% | -17.0% | +30.3% | +18.8% |
| 30D | +14.8% | -9.0% | +23.8% | +16.7% |
| 3M | +11.9% | -8.1% | +20.0% | +13.1% |
| 6M | +42.4% | -10.1% | +52.5% | +44.2% |
| YTD | +87.4% | -30.2% | +117.6% | +106.5% |
| 1Y | +97.2% | -30.7% | +127.9% | +117.4% |
| 3Y | +375.7% | +32.6% | +343.1% | +304.9% |
| 5Y | +379.0% | -38.1% | +417.2% | +383.0% |
| All | +291.1% | -13.7% | +304.8% | +288.6% |
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