+636.7%
DELL vs GH
+367.9%
+268.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.3% | -3.0% | -5.1% |
| 7D | -1.9% | -1.2% | -0.6% | -1.7% |
| 30D | +14.9% | -3.7% | +18.6% | +15.3% |
| 3M | +37.2% | +21.7% | +15.5% | +33.8% |
| 6M | +254.0% | +75.7% | +178.2% | +228.5% |
| YTD | +306.1% | +55.7% | +250.4% | +280.9% |
| 1Y | +312.3% | +181.1% | +131.2% | +256.6% |
| All | +636.7% | +367.9% | +268.8% | +492.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling