+124.8%
AAPL vs GH
+21.3%
+103.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.3% | +5.9% | +3.8% |
| 7D | -0.5% | -1.2% | +0.7% | -0.4% |
| 30D | +7.1% | -3.7% | +10.8% | +7.5% |
| 3M | +12.1% | +21.7% | -9.6% | +9.0% |
| 6M | +25.4% | +75.7% | -50.3% | +16.1% |
| YTD | +20.5% | +55.7% | -35.2% | +12.8% |
| 1Y | +44.5% | +181.1% | -136.6% | +24.6% |
| 3Y | +85.8% | +371.6% | -285.9% | +44.3% |
| 5Y | +124.8% | +23.2% | +101.6% | +85.2% |
| All | +124.8% | +21.3% | +103.5% | +85.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling