+389.2%
ROIV vs TRMB
-36.0%
+425.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.8% | -1.0% |
| 7D | +1.7% | +2.8% | -1.2% | +0.7% |
| 30D | +17.6% | -5.9% | +23.4% | +18.3% |
| 3M | +9.0% | -3.3% | +12.3% | +8.2% |
| 6M | +35.3% | +1.3% | +33.9% | +31.1% |
| YTD | +82.2% | -29.0% | +111.2% | +101.8% |
| 1Y | +92.3% | -27.8% | +120.0% | +111.0% |
| 3Y | +336.8% | +36.3% | +300.5% | +253.9% |
| All | +389.2% | -36.0% | +425.3% | +388.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling