+388.8%
GH vs TRI
+141.4%
+247.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -1.8% |
| 7D | -2.5% | -7.9% | +5.4% | +1.1% |
| 30D | -4.7% | -4.5% | -0.2% | -3.7% |
| 3M | +20.2% | +22.1% | -1.9% | +3.4% |
| 6M | +78.8% | -2.8% | +81.6% | +71.8% |
| YTD | +54.1% | -23.4% | +77.5% | +70.5% |
| 1Y | +177.1% | -41.5% | +218.6% | +270.7% |
| 3Y | +371.6% | -19.2% | +390.8% | +353.3% |
| 5Y | +21.9% | -9.4% | +31.3% | +3.3% |
| All | +388.8% | +141.4% | +247.4% | +60.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling