+24.4%
GH vs TRI
-10.0%
+34.5%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.8% | -1.6% |
| 7D | -2.5% | -7.9% | +5.4% | +0.2% |
| 30D | -4.7% | -4.5% | -0.2% | -3.9% |
| 3M | +20.2% | +22.1% | -1.9% | +6.3% |
| 6M | +78.8% | -2.8% | +81.6% | +74.2% |
| YTD | +54.1% | -23.4% | +77.5% | +72.8% |
| 1Y | +177.1% | -41.5% | +218.6% | +275.8% |
| 3Y | +371.6% | -19.2% | +390.8% | +320.2% |
| All | +24.4% | -10.0% | +34.5% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling