+389.2%
ROIV vs GRMN
+119.5%
+269.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | -0.8% |
| 7D | +1.7% | -0.9% | +2.6% | +2.0% |
| 30D | +17.6% | +1.2% | +16.4% | +17.1% |
| 3M | +9.0% | -8.9% | +17.9% | +11.9% |
| 6M | +35.3% | +23.0% | +12.3% | +24.9% |
| YTD | +82.2% | +41.2% | +40.9% | +59.2% |
| 1Y | +92.3% | +47.5% | +44.8% | +65.3% |
| 3Y | +336.8% | +155.8% | +181.0% | +165.2% |
| All | +389.2% | +119.5% | +269.7% | +140.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling