+71.8%
GH vs ROIV
+97.8%
-26.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.1% | -9.7% | -5.7% |
| 7D | -7.7% | +3.0% | -10.7% | -8.7% |
| 30D | -10.0% | +6.8% | -16.8% | -12.2% |
| 3M | +5.5% | +10.5% | -5.0% | +0.4% |
| 6M | +84.9% | +34.8% | +50.1% | +61.1% |
| YTD | +65.0% | +76.2% | -11.1% | +35.1% |
| 1Y | +71.8% | +92.4% | -20.6% | +37.5% |
| All | +71.8% | +97.8% | -26.1% | +37.5% |
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