+61.2%
GH vs FTV
+31.1%
+30.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | +0.6% | +3.9% | -3.4% | -0.4% |
| 30D | -6.9% | +18.7% | -25.6% | -10.0% |
| 3M | -4.9% | +10.0% | -14.9% | -6.9% |
| 6M | +54.1% | +14.6% | +39.5% | +49.0% |
| YTD | +48.5% | +23.4% | +25.1% | +43.0% |
| 1Y | +61.2% | +31.3% | +29.9% | +53.5% |
| All | +61.2% | +31.1% | +30.1% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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