+54.2%
CVS vs GH
+467.1%
-413.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.6% |
| 7D | -2.2% | -2.5% | +0.3% | -2.0% |
| 30D | -0.1% | -4.7% | +4.6% | +0.1% |
| 3M | -5.2% | +20.2% | -25.4% | -6.3% |
| 6M | +26.9% | +78.8% | -51.9% | +22.7% |
| YTD | +22.1% | +54.1% | -32.0% | +18.8% |
| 1Y | +30.8% | +177.1% | -146.3% | +22.9% |
| 3Y | +54.4% | +371.6% | -317.2% | +38.5% |
| 5Y | +33.4% | +21.9% | +11.4% | +26.6% |
| All | +54.2% | +467.1% | -413.0% | +29.9% |
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