+71.8%
GH vs TRI
-22.4%
+94.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.4% | -10.1% | -3.6% |
| 7D | -7.7% | +1.0% | -8.7% | -7.7% |
| 30D | -10.0% | +20.8% | -30.7% | -10.4% |
| 3M | +5.5% | +8.1% | -2.6% | +5.2% |
| 6M | +84.9% | +24.2% | +60.7% | +81.7% |
| YTD | +65.0% | -7.8% | +72.8% | +58.5% |
| 1Y | +71.8% | -16.7% | +88.4% | +62.0% |
| All | +71.8% | -22.4% | +94.2% | +62.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling