+415.3%
ASX vs GH
+35.8%
+379.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +6.8% |
| 7D | -19.9% | -15.6% | -4.3% | -16.8% |
| 30D | -30.9% | -10.4% | -20.5% | -28.9% |
| 3M | -15.1% | -4.3% | -10.8% | -14.1% |
| 6M | -6.5% | +63.5% | -70.0% | -15.2% |
| YTD | +98.4% | +47.7% | +50.7% | +81.9% |
| 1Y | +107.9% | +56.7% | +51.1% | +88.1% |
| 3Y | +325.3% | +443.9% | -118.6% | +183.1% |
| All | +415.3% | +35.8% | +379.5% | +290.4% |
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