+405.5%
GH vs AU
+1,427.1%
-1,021.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | -0.2% | +0.6% | -0.8% | -0.3% |
| 30D | -2.6% | +12.3% | -15.0% | -4.1% |
| 3M | +25.1% | +29.4% | -4.3% | +21.0% |
| 6M | +78.5% | +3.2% | +75.3% | +76.3% |
| YTD | +59.4% | +31.8% | +27.6% | +52.4% |
| 1Y | +173.9% | +83.4% | +90.5% | +152.2% |
| 3Y | +382.7% | +623.1% | -240.4% | +276.3% |
| 5Y | +24.4% | +700.5% | -676.1% | -5.1% |
| All | +405.5% | +1,427.1% | -1,021.6% | +361.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling