+479.4%
ASX vs GH
+24.4%
+455.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.3% |
| 7D | +11.1% | -0.2% | +11.3% | +11.1% |
| 30D | +9.6% | -2.6% | +12.3% | +10.1% |
| 3M | +18.6% | +25.1% | -6.5% | +13.1% |
| 6M | +92.1% | +78.5% | +13.6% | +70.0% |
| YTD | +158.5% | +59.4% | +99.1% | +132.6% |
| 1Y | +271.9% | +173.9% | +98.0% | +198.3% |
| 3Y | +465.2% | +382.7% | +82.5% | +283.3% |
| 5Y | +479.4% | +24.4% | +455.0% | +335.8% |
| All | +479.4% | +24.4% | +455.0% | +335.8% |
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