+24.4%
GH vs BN
+33.2%
-8.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +2.7% |
| 7D | -0.2% | -3.0% | +2.8% | +2.2% |
| 30D | -2.6% | -13.0% | +10.4% | +8.7% |
| 3M | +25.1% | -15.2% | +40.3% | +42.3% |
| 6M | +78.5% | -5.9% | +84.4% | +85.6% |
| YTD | +59.4% | -15.8% | +75.1% | +80.2% |
| 1Y | +173.9% | -12.2% | +186.0% | +193.1% |
| 3Y | +382.7% | +72.2% | +310.5% | +150.5% |
| 5Y | +24.4% | +33.2% | -8.8% | -10.3% |
| All | +24.4% | +33.2% | -8.8% | -10.3% |
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