+393.9%
GH vs A
+110.8%
+283.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.4% |
| 7D | -1.2% | -4.6% | +3.3% | +2.5% |
| 30D | -3.7% | -4.3% | +0.6% | -0.4% |
| 3M | +21.7% | +8.9% | +12.7% | +12.7% |
| 6M | +75.7% | +24.5% | +51.2% | +43.5% |
| YTD | +55.7% | +5.8% | +49.9% | +45.1% |
| 1Y | +181.1% | +16.2% | +164.9% | +138.7% |
| 3Y | +371.6% | +28.5% | +343.2% | +247.6% |
| 5Y | +23.2% | -16.3% | +39.5% | +34.7% |
| All | +393.9% | +110.8% | +283.1% | +155.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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