+92.3%
ROIV vs GRMN
+44.3%
+48.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -1.0% |
| 7D | +1.7% | -0.9% | +2.6% | +1.9% |
| 30D | +17.6% | +1.2% | +16.4% | +17.3% |
| 3M | +9.0% | -8.9% | +17.9% | +10.5% |
| 6M | +35.3% | +23.0% | +12.3% | +28.2% |
| YTD | +82.2% | +41.2% | +40.9% | +64.1% |
| 1Y | +92.3% | +47.5% | +44.8% | +75.5% |
| All | +92.3% | +44.3% | +48.0% | +75.5% |
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