+570.3%
GH vs SPXU
-80.6%
+650.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -1.5% |
| 7D | +0.6% | -7.6% | +8.1% | -2.6% |
| 30D | -6.9% | +5.3% | -12.3% | -3.5% |
| 3M | -4.9% | +9.6% | -14.6% | +0.4% |
| 6M | +54.1% | -4.5% | +58.6% | +55.1% |
| YTD | +48.5% | -25.9% | +74.4% | +36.5% |
| 1Y | +61.2% | -28.9% | +90.0% | +46.0% |
| 3Y | +570.3% | -80.5% | +650.8% | +195.1% |
| All | +570.3% | -80.6% | +650.9% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 3y: compounded portfolio wealth divided by compounded SPXU 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…
3y analysis · Full analysis span regression · 6 months rolling