+51.6%
SW vs ROIV
+308.0%
-256.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +6.1% | -2.0% | +3.1% |
| 7D | +12.1% | +3.0% | +9.0% | +11.5% |
| 30D | +6.6% | +6.8% | -0.3% | +5.4% |
| 3M | -6.0% | +10.5% | -16.5% | -8.2% |
| 6M | +21.5% | +34.8% | -13.3% | +13.6% |
| YTD | +20.3% | +76.2% | -55.8% | +6.0% |
| 1Y | +28.1% | +92.4% | -64.3% | +10.1% |
| All | +51.6% | +308.0% | -256.5% | +3.3% |
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