+399.9%
GH vs TRI
+145.0%
+254.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.5% | +6.2% | +2.7% |
| 7D | -2.1% | -7.1% | +5.0% | +0.9% |
| 30D | -4.5% | -2.3% | -2.1% | -4.5% |
| 3M | +28.9% | +19.6% | +9.3% | +12.3% |
| 6M | +76.5% | -8.7% | +85.2% | +76.6% |
| YTD | +57.6% | -22.3% | +79.9% | +73.2% |
| 1Y | +167.5% | -40.7% | +208.2% | +255.8% |
| 3Y | +377.4% | -17.8% | +395.2% | +354.7% |
| 5Y | +23.8% | -8.5% | +32.3% | +4.6% |
| All | +399.9% | +145.0% | +254.9% | +63.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling