+221.3%
ROIV vs GRMN
+17.9%
+203.4%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -0.5% | +19.2% | +18.8% |
| 7D | +20.2% | +0.2% | +20.0% | +20.1% |
| 30D | +14.1% | -11.3% | +25.5% | +15.8% |
| 3M | +45.6% | +17.7% | +27.9% | +40.9% |
| 6M | +44.1% | +14.2% | +30.0% | +40.1% |
| YTD | +91.2% | +37.0% | +54.1% | +79.6% |
| 1Y | +221.3% | +17.0% | +204.3% | +202.5% |
| All | +221.3% | +17.9% | +203.4% | +202.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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