+163.1%
GH vs AU
+100.5%
+62.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.6% | +0.7% |
| 7D | -0.1% | -3.6% | +3.6% | +0.6% |
| 30D | -1.1% | +23.9% | -25.0% | -5.1% |
| 3M | +21.3% | +19.1% | +2.2% | +16.7% |
| 6M | +73.5% | -0.2% | +73.7% | +69.3% |
| YTD | +58.0% | +32.5% | +25.6% | +43.7% |
| 1Y | +163.1% | +96.9% | +66.1% | +145.7% |
| All | +163.1% | +100.5% | +62.6% | +145.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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