+968.1%
ASX vs GH
+458.1%
+510.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +22.1% | +0.9% | +21.2% | +21.9% |
| 30D | -23.8% | -4.5% | -19.3% | -22.7% |
| 3M | -7.6% | -6.2% | -1.4% | -6.3% |
| 6M | +6.9% | +55.0% | -48.0% | -1.2% |
| YTD | +127.7% | +51.6% | +76.1% | +109.4% |
| 1Y | +144.5% | +58.3% | +86.3% | +122.9% |
| 3Y | +377.8% | +617.6% | -239.8% | +216.1% |
| 5Y | +498.2% | +49.2% | +449.0% | +375.0% |
| All | +968.1% | +458.1% | +510.1% | +610.3% |
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