+10.9%
GE vs ROIV
+96.8%
-85.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.1% |
| 7D | +4.0% | +9.5% | -5.4% | +2.1% |
| 30D | +11.1% | +21.0% | -9.9% | +6.8% |
| 3M | -6.7% | +18.7% | -25.5% | -10.6% |
| 6M | +14.3% | +44.5% | -30.2% | +3.3% |
| YTD | +11.7% | +92.9% | -81.1% | -5.7% |
| 1Y | +10.9% | +100.2% | -89.3% | -8.5% |
| All | +10.9% | +96.8% | -85.9% | -8.5% |
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