+371.1%
GH vs BEN
+72.7%
+298.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.5% | -2.2% |
| 7D | +0.6% | +6.8% | -6.2% | -2.4% |
| 30D | -6.9% | +18.0% | -24.9% | -13.8% |
| 3M | -4.9% | +7.5% | -12.4% | -8.3% |
| 6M | +54.1% | +14.7% | +39.3% | +44.0% |
| YTD | +48.5% | +56.1% | -7.6% | +20.1% |
| 1Y | +61.2% | +69.6% | -8.4% | +25.4% |
| 3Y | +570.3% | +87.7% | +482.7% | +385.7% |
| 5Y | +46.1% | +28.6% | +17.5% | +20.7% |
| All | +371.1% | +72.7% | +298.5% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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