+427.0%
GE vs GH
+48.9%
+378.1%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.5% |
| 7D | +4.0% | -8.2% | +12.2% | +5.0% |
| 30D | +11.1% | -4.9% | +16.0% | +11.6% |
| 3M | -6.7% | -6.2% | -0.5% | -6.4% |
| 6M | +14.3% | +60.0% | -45.8% | +7.5% |
| YTD | +11.7% | +51.5% | -39.8% | +5.2% |
| 1Y | +10.9% | +58.4% | -47.5% | +3.8% |
| 3Y | +279.0% | +617.2% | -338.2% | +185.4% |
| 5Y | +427.0% | +47.0% | +380.0% | +339.8% |
| All | +427.0% | +48.9% | +378.1% | +339.8% |
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