+23.2%
GH vs SPXU
-85.5%
+108.7%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -1.3% |
| 7D | -1.2% | +6.4% | -7.6% | +2.2% |
| 30D | -3.7% | +5.9% | -9.6% | -0.5% |
| 3M | +21.7% | -11.7% | +33.3% | +14.4% |
| 6M | +75.7% | -28.7% | +104.4% | +50.0% |
| YTD | +55.7% | -26.4% | +82.0% | +36.7% |
| 1Y | +181.1% | -35.2% | +216.4% | +130.4% |
| 3Y | +371.6% | -79.8% | +451.4% | +130.3% |
| 5Y | +23.2% | -86.1% | +109.2% | -29.8% |
| All | +23.2% | -85.5% | +108.7% | -29.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling