+371.4%
TEVA vs ROIV
+380.3%
-8.9%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.1% |
| 7D | +4.4% | +1.7% | +2.8% | +4.2% |
| 30D | +9.3% | +17.6% | -8.3% | +7.0% |
| 3M | +21.9% | +9.0% | +12.9% | +20.1% |
| 6M | +22.8% | +35.3% | -12.5% | +17.6% |
| YTD | +42.6% | +82.2% | -39.6% | +31.4% |
| 1Y | +74.2% | +92.3% | -18.0% | +59.4% |
| 3Y | +404.5% | +336.8% | +67.7% | +316.8% |
| All | +371.4% | +380.3% | -8.9% | +236.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling