+13.4%
GD vs ROIV
+177.7%
-164.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -1.9% |
| 7D | -5.3% | +0.6% | -5.9% | -5.3% |
| 30D | -6.4% | +1.0% | -7.4% | -6.5% |
| 3M | +5.7% | +18.3% | -12.6% | +3.9% |
| 6M | -0.9% | +18.3% | -19.3% | -2.8% |
| YTD | +8.2% | +61.0% | -52.8% | +3.2% |
| 1Y | +13.4% | +177.9% | -164.5% | +4.3% |
| All | +13.4% | +177.7% | -164.2% | +4.3% |
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 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