+336.8%
ROIV vs XME
+93.2%
+243.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.6% | +0.4% | -0.5% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | +17.6% | -6.1% | +23.7% | +20.3% |
| 3M | +9.0% | -18.6% | +27.6% | +17.3% |
| 6M | +35.3% | -23.9% | +59.2% | +47.9% |
| YTD | +82.2% | -9.3% | +91.5% | +85.6% |
| 1Y | +92.3% | +1.8% | +90.5% | +87.6% |
| 3Y | +336.8% | +93.0% | +243.8% | +213.7% |
| All | +336.8% | +93.2% | +243.6% | +213.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling