+58.3%
GH vs ROIV
+91.0%
-32.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +1.6% |
| 7D | +0.9% | +9.2% | -8.3% | -2.3% |
| 30D | -4.5% | +19.9% | -24.4% | -10.5% |
| 3M | -6.2% | +10.6% | -16.8% | -10.5% |
| 6M | +55.0% | +36.1% | +18.9% | +34.1% |
| YTD | +51.6% | +84.3% | -32.7% | +21.8% |
| 1Y | +58.3% | +87.6% | -29.3% | +26.1% |
| All | +58.3% | +91.0% | -32.7% | +26.1% |
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