+6.5%
GE vs ROIV
+93.5%
-87.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.2% | -3.5% | +1.4% |
| 7D | +7.1% | +5.3% | +1.8% | +6.0% |
| 30D | +6.5% | +11.9% | -5.4% | +4.0% |
| 3M | -13.6% | +10.7% | -24.3% | -16.0% |
| 6M | +6.0% | +34.9% | -28.9% | -2.9% |
| YTD | +5.4% | +79.2% | -73.8% | -9.8% |
| 1Y | +6.5% | +89.0% | -82.6% | -11.5% |
| All | +6.5% | +93.5% | -87.0% | -11.5% |
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