+273.8%
ROIV vs WING
+40.9%
+233.0%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.4% |
| 7D | +5.3% | +9.0% | -3.7% | +3.8% |
| 30D | +11.9% | +39.9% | -28.1% | +5.4% |
| 3M | +10.7% | +40.4% | -29.7% | +3.5% |
| 6M | +34.9% | +12.9% | +22.0% | +29.8% |
| YTD | +79.2% | -31.1% | +110.2% | +86.6% |
| 1Y | +89.0% | -32.7% | +121.7% | +97.1% |
| 3Y | +337.3% | -19.8% | +357.2% | +297.9% |
| 5Y | +402.3% | +4.0% | +398.4% | +254.6% |
| All | +273.8% | +40.9% | +233.0% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 all: compounded portfolio wealth divided by compounded WING 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…
all analysis · Full analysis span regression · 6 months rolling