+46.4%
GH vs SPXU
-83.3%
+129.6%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -1.4% |
| 7D | +0.6% | -7.6% | +8.1% | -3.5% |
| 30D | -6.9% | +5.3% | -12.3% | -2.7% |
| 3M | -4.9% | +9.6% | -14.6% | +1.7% |
| 6M | +54.1% | -4.5% | +58.6% | +54.8% |
| YTD | +48.5% | -25.9% | +74.4% | +32.6% |
| 1Y | +61.2% | -28.9% | +90.0% | +41.1% |
| 3Y | +570.3% | -80.5% | +650.8% | +214.8% |
| All | +46.4% | -83.3% | +129.6% | -12.0% |
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