+71.8%
GH vs DOC
+21.8%
+50.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.1% | -6.8% | -4.3% |
| 7D | -7.7% | +8.7% | -16.4% | -9.5% |
| 30D | -10.0% | +7.6% | -17.6% | -11.7% |
| 3M | +5.5% | -5.3% | +10.8% | +7.5% |
| 6M | +84.9% | +27.6% | +57.3% | +73.3% |
| YTD | +65.0% | +32.4% | +32.6% | +58.6% |
| 1Y | +71.8% | +22.9% | +48.9% | +63.8% |
| All | +71.8% | +21.8% | +50.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling