+486.8%
ASX vs GH
+45.9%
+440.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.0% | 0.0% | -1.6% |
| 7D | +12.4% | +0.6% | +11.8% | +12.3% |
| 30D | -19.8% | -6.9% | -12.9% | -18.1% |
| 3M | -10.3% | -4.9% | -5.4% | -9.1% |
| 6M | +1.2% | +54.1% | -52.8% | -7.0% |
| YTD | +123.0% | +48.5% | +74.5% | +104.3% |
| 1Y | +145.4% | +61.2% | +84.3% | +121.0% |
| 3Y | +368.6% | +570.3% | -201.7% | +199.9% |
| All | +486.8% | +45.9% | +440.9% | +339.0% |
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