+36.6%
GH vs ROIV
+378.2%
-341.6%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.8% | -3.5% |
| 7D | -15.6% | +5.3% | -21.0% | -17.0% |
| 30D | -10.4% | +11.9% | -22.3% | -13.5% |
| 3M | -4.3% | +10.7% | -15.0% | -8.0% |
| 6M | +63.5% | +34.9% | +28.6% | +48.1% |
| YTD | +47.7% | +79.2% | -31.5% | +22.6% |
| 1Y | +56.7% | +89.0% | -32.3% | +27.8% |
| 3Y | +443.9% | +337.3% | +106.5% | +247.5% |
| All | +36.6% | +378.2% | -341.6% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling