+393.9%
GH vs RVTY
+28.5%
+365.3%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -0.7% |
| 7D | -1.2% | -7.4% | +6.2% | +4.1% |
| 30D | -3.7% | +4.5% | -8.2% | -6.9% |
| 3M | +21.7% | +19.5% | +2.2% | +6.7% |
| 6M | +75.7% | +34.1% | +41.6% | +40.7% |
| YTD | +55.7% | +25.3% | +30.4% | +29.7% |
| 1Y | +181.1% | +47.0% | +134.1% | +103.5% |
| 3Y | +371.6% | +14.1% | +357.5% | +287.6% |
| 5Y | +23.2% | -34.6% | +57.8% | +60.4% |
| All | +393.9% | +28.5% | +365.3% | +228.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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