+401.3%
GH vs DOC
+24.4%
+376.8%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.8% | +2.0% | +1.1% |
| 7D | -0.1% | -1.5% | +1.4% | +0.6% |
| 30D | -1.1% | -4.8% | +3.7% | +1.3% |
| 3M | +21.3% | +6.9% | +14.4% | +17.3% |
| 6M | +73.5% | +20.7% | +52.8% | +57.3% |
| YTD | +58.0% | +34.1% | +23.9% | +35.8% |
| 1Y | +163.1% | +22.6% | +140.4% | +134.8% |
| 3Y | +361.0% | +20.8% | +340.2% | +310.2% |
| 5Y | +22.5% | -24.9% | +47.4% | +32.4% |
| All | +401.3% | +24.4% | +376.8% | +375.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling