+267.0%
TEVA vs ROIV
+230.5%
+36.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.1% |
| 7D | -1.7% | +22.3% | -24.0% | -5.3% |
| 30D | +2.0% | +16.9% | -14.9% | -1.0% |
| 3M | +7.0% | +43.9% | -37.0% | -0.1% |
| 6M | +17.0% | +41.6% | -24.6% | +9.3% |
| YTD | +18.1% | +92.7% | -74.6% | +4.4% |
| 1Y | +87.2% | +210.2% | -122.9% | +50.5% |
| All | +267.0% | +230.5% | +36.5% | +176.0% |
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 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