+197.3%
ROIV vs UUUU
+4.2%
+193.1%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.3% | +4.2% | -1.4% |
| 7D | +19.0% | -5.0% | +24.0% | +19.6% |
| 30D | +16.1% | -7.8% | +23.9% | +17.0% |
| 3M | +44.1% | -0.4% | +44.5% | +43.4% |
| 6M | +37.8% | -32.9% | +70.7% | +40.7% |
| YTD | +88.7% | -6.3% | +94.9% | +90.0% |
| 1Y | +197.3% | +7.9% | +189.4% | +200.7% |
| All | +197.3% | +4.2% | +193.1% | +200.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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