+23.2%
GH vs MDY
+43.9%
-20.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -0.9% |
| 7D | -1.2% | -2.5% | +1.3% | +2.6% |
| 30D | -3.7% | -5.0% | +1.4% | +4.1% |
| 3M | +21.7% | +0.5% | +21.2% | +20.2% |
| 6M | +75.7% | +8.0% | +67.7% | +56.1% |
| YTD | +55.7% | +12.2% | +43.5% | +30.4% |
| 1Y | +181.1% | +14.0% | +167.1% | +126.7% |
| 3Y | +371.6% | +48.2% | +323.5% | +148.4% |
| 5Y | +23.2% | +46.1% | -22.9% | -28.0% |
| All | +23.2% | +43.9% | -20.8% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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