+380.9%
GH vs BN
+186.2%
+194.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.7% |
| 7D | +0.9% | -0.3% | +1.2% | +1.2% |
| 30D | -4.5% | +13.6% | -18.0% | -12.7% |
| 3M | -6.2% | -6.7% | +0.4% | -3.0% |
| 6M | +55.0% | -9.0% | +63.9% | +62.8% |
| YTD | +51.6% | -8.8% | +60.4% | +58.0% |
| 1Y | +58.3% | -10.6% | +68.9% | +66.9% |
| 3Y | +617.6% | +98.8% | +518.8% | +322.5% |
| 5Y | +49.2% | +33.6% | +15.6% | +14.0% |
| All | +380.9% | +186.2% | +194.8% | +119.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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