+273.8%
ROIV vs GRMN
+167.0%
+106.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | +5.3% | +4.7% | +0.6% | +4.0% |
| 30D | +11.9% | +3.4% | +8.5% | +10.7% |
| 3M | +10.7% | -5.0% | +15.7% | +12.1% |
| 6M | +34.9% | +18.6% | +16.3% | +26.8% |
| YTD | +79.2% | +42.5% | +36.7% | +58.2% |
| 1Y | +89.0% | +42.3% | +46.7% | +66.8% |
| 3Y | +337.3% | +158.5% | +178.9% | +188.2% |
| 5Y | +402.3% | +123.6% | +278.8% | +194.6% |
| All | +273.8% | +167.0% | +106.8% | +109.2% |
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