+450.0%
SN vs ROIV
+357.5%
+92.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.2% | +4.0% | +3.2% |
| 7D | +1.5% | +1.7% | -0.1% | +1.0% |
| 30D | +21.5% | +17.6% | +3.9% | +15.4% |
| 3M | +20.0% | +9.0% | +11.1% | +15.7% |
| 6M | +119.9% | +35.3% | +84.6% | +95.1% |
| YTD | +102.3% | +82.2% | +20.1% | +60.1% |
| 1Y | +148.0% | +92.3% | +55.7% | +91.3% |
| 3Y | +450.0% | +336.8% | +113.2% | +212.4% |
| All | +450.0% | +357.5% | +92.5% | +212.4% |
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