+371.6%
GH vs AU
+577.5%
-205.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.6% | -1.1% |
| 7D | -2.5% | -4.3% | +1.8% | -1.9% |
| 30D | -4.7% | +7.3% | -12.0% | -5.8% |
| 3M | +20.2% | +26.3% | -6.1% | +15.9% |
| 6M | +78.8% | +1.8% | +77.0% | +76.2% |
| YTD | +54.1% | +26.8% | +27.3% | +46.4% |
| 1Y | +177.1% | +66.7% | +110.4% | +154.5% |
| 3Y | +371.6% | +579.1% | -207.4% | +255.4% |
| All | +371.6% | +577.5% | -205.9% | +255.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling