+911.3%
ASX vs GH
+472.2%
+439.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.2% | +3.4% | +7.7% |
| 7D | -12.3% | -7.0% | -5.3% | -10.8% |
| 30D | -26.0% | -5.2% | -20.8% | -24.9% |
| 3M | -8.1% | -5.8% | -2.4% | -6.9% |
| 6M | +1.4% | +65.9% | -64.5% | -7.5% |
| YTD | +115.6% | +55.5% | +60.1% | +97.4% |
| 1Y | +128.0% | +64.2% | +63.9% | +106.5% |
| 3Y | +371.4% | +606.0% | -234.6% | +212.6% |
| 5Y | +469.4% | +47.3% | +422.1% | +352.6% |
| All | +911.3% | +472.2% | +439.1% | +569.5% |
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