+398.8%
SN vs ROIV
+314.9%
+83.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.2% | -3.5% | +0.8% |
| 7D | +7.2% | +5.3% | +1.9% | +5.4% |
| 30D | +20.4% | +11.9% | +8.5% | +16.1% |
| 3M | +23.9% | +10.7% | +13.2% | +18.8% |
| 6M | +93.0% | +34.9% | +58.1% | +71.5% |
| YTD | +99.2% | +79.2% | +20.1% | +58.8% |
| 1Y | +142.6% | +89.0% | +53.6% | +88.7% |
| 3Y | +398.8% | +337.3% | +61.5% | +180.1% |
| All | +398.8% | +314.9% | +83.9% | +180.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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