+88.1%
GH vs ACI
+32.8%
+55.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -2.0% |
| 7D | +0.6% | +2.3% | -1.7% | +0.5% |
| 30D | -6.9% | +1.2% | -8.2% | -6.9% |
| 3M | -4.9% | +6.8% | -11.7% | -4.9% |
| 6M | +54.1% | -18.7% | +72.8% | +54.5% |
| YTD | +48.5% | -20.2% | +68.7% | +48.9% |
| 1Y | +61.2% | -23.7% | +84.9% | +61.9% |
| 3Y | +570.3% | -31.6% | +602.0% | +572.7% |
| 5Y | +46.1% | -42.8% | +88.9% | +44.0% |
| All | +88.1% | +32.8% | +55.3% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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