+107.5%
SOXX vs ROIV
+195.2%
-87.7%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +1.9% |
| 7D | +1.4% | +16.9% | -15.5% | -3.1% |
| 30D | -3.6% | +12.9% | -16.5% | -7.0% |
| 3M | -10.2% | +37.3% | -47.5% | -17.4% |
| 6M | +54.2% | +38.0% | +16.2% | +40.8% |
| YTD | +75.2% | +88.1% | -12.9% | +50.6% |
| 1Y | +107.5% | +183.3% | -75.8% | +72.0% |
| All | +107.5% | +195.2% | -87.7% | +72.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling