+34.3%
WBD vs ROIV
+68.3%
-34.0%
-10.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +25.3% | -11.1% | +8.2% |
| 7D | +14.2% | +25.3% | -11.1% | +8.2% |
| 30D | +14.2% | +25.3% | -11.1% | +8.2% |
| 3M | +14.2% | +25.3% | -11.1% | +8.2% |
| 6M | +13.3% | +26.3% | -13.0% | +7.3% |
| YTD | +7.4% | +64.9% | -57.5% | +0.6% |
| All | +34.3% | +68.3% | -34.0% | +28.9% |
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 · Available span rolling