+284.5%
ROIV vs GRMN
+167.6%
+116.9%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.6% | -1.8% | -3.7% |
| 7D | +9.2% | -0.1% | +9.3% | +9.3% |
| 30D | +19.9% | +3.5% | +16.4% | +18.7% |
| 3M | +10.6% | -7.3% | +17.9% | +12.8% |
| 6M | +36.1% | +21.8% | +14.3% | +26.9% |
| YTD | +84.3% | +42.8% | +41.5% | +62.7% |
| 1Y | +87.6% | +46.5% | +41.1% | +64.1% |
| 3Y | +353.9% | +158.3% | +195.6% | +199.5% |
| 5Y | +376.1% | +122.6% | +253.4% | +179.3% |
| All | +284.5% | +167.6% | +116.9% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling