+516.9%
AAPL vs GH
+467.1%
+49.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.8% | +1.9% |
| 7D | +3.8% | -2.5% | +6.3% | +4.2% |
| 30D | +9.9% | -4.7% | +14.6% | +10.5% |
| 3M | +12.5% | +20.2% | -7.7% | +9.2% |
| 6M | +27.6% | +78.8% | -51.2% | +16.8% |
| YTD | +22.6% | +54.1% | -31.5% | +14.0% |
| 1Y | +45.0% | +177.1% | -132.1% | +23.4% |
| 3Y | +87.8% | +371.6% | -283.9% | +41.3% |
| 5Y | +128.7% | +21.9% | +106.8% | +96.1% |
| All | +516.9% | +467.1% | +49.8% | +325.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 10y: compounded portfolio wealth divided by compounded GH 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…
10y analysis · Full analysis span regression · 6 months rolling