+61.2%
GH vs A
+17.3%
+43.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.5% | -2.6% | -2.3% |
| 7D | +0.6% | -0.5% | +1.0% | +0.8% |
| 30D | -6.9% | 0.0% | -6.9% | -6.6% |
| 3M | -4.9% | +16.7% | -21.6% | -11.9% |
| 6M | +54.1% | +54.8% | -0.8% | +21.7% |
| YTD | +48.5% | +28.8% | +19.7% | +31.9% |
| 1Y | +61.2% | +19.3% | +41.8% | +51.3% |
| All | +61.2% | +17.3% | +43.9% | +51.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling