+49.7%
GH vs BN
+34.7%
+15.0%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.3% | -0.8% | -1.1% |
| 7D | -11.2% | +4.3% | -15.5% | -14.4% |
| 30D | -7.2% | +14.3% | -21.5% | -17.6% |
| 3M | -7.1% | -4.1% | -3.0% | -5.2% |
| 6M | +62.3% | -9.7% | +72.0% | +73.7% |
| YTD | +52.1% | -7.1% | +59.2% | +57.2% |
| 1Y | +58.6% | -7.4% | +66.1% | +63.8% |
| 3Y | +619.9% | +102.3% | +517.5% | +213.8% |
| 5Y | +49.7% | +35.9% | +13.8% | +1.3% |
| All | +49.7% | +34.7% | +15.0% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling