+399.9%
GH vs BTI
+121.9%
+278.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -2.1% | -1.4% | -0.7% | -1.7% |
| 30D | -4.5% | -7.0% | +2.6% | -2.4% |
| 3M | +28.9% | -6.3% | +35.2% | +30.6% |
| 6M | +76.5% | -2.0% | +78.5% | +75.2% |
| YTD | +57.6% | +0.2% | +57.4% | +54.5% |
| 1Y | +167.5% | +3.8% | +163.8% | +158.5% |
| 3Y | +377.4% | +112.1% | +265.3% | +242.3% |
| 5Y | +23.8% | +113.6% | -89.8% | -12.2% |
| All | +399.9% | +121.9% | +278.1% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BTI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling