+221.3%
ROIV vs XME
+42.7%
+178.6%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.1% | +17.6% | +18.4% |
| 7D | +20.2% | +3.6% | +16.6% | +18.9% |
| 30D | +14.1% | +3.6% | +10.5% | +12.9% |
| 3M | +45.6% | +1.2% | +44.4% | +44.2% |
| 6M | +44.1% | +9.0% | +35.1% | +38.3% |
| YTD | +91.2% | +15.9% | +75.2% | +84.0% |
| 1Y | +221.3% | +43.2% | +178.1% | +224.5% |
| All | +221.3% | +42.7% | +178.6% | +224.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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