+376.6%
GH vs TRI
-20.3%
+396.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -2.1% |
| 7D | -1.2% | -14.4% | +13.1% | +0.8% |
| 30D | -3.7% | -8.1% | +4.4% | -2.8% |
| 3M | +21.7% | +17.5% | +4.1% | +15.3% |
| 6M | +75.7% | -5.0% | +80.7% | +74.6% |
| YTD | +55.7% | -24.7% | +80.4% | +65.8% |
| 1Y | +181.1% | -41.5% | +222.6% | +228.2% |
| All | +376.6% | -20.3% | +396.9% | +332.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling