+1,227.8%
BE vs GH
+24.4%
+1,203.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -3.3% |
| 7D | +23.9% | -0.2% | +24.1% | +23.9% |
| 30D | +27.8% | -2.6% | +30.5% | +28.9% |
| 3M | +3.7% | +25.1% | -21.4% | -5.8% |
| 6M | +78.0% | +78.5% | -0.5% | +39.2% |
| YTD | +209.9% | +59.4% | +150.5% | +152.1% |
| 1Y | +389.6% | +173.9% | +215.7% | +212.8% |
| 3Y | +1,730.6% | +382.7% | +1,347.9% | +711.1% |
| 5Y | +1,227.8% | +24.4% | +1,203.4% | +909.6% |
| All | +1,227.8% | +24.4% | +1,203.4% | +909.6% |
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