+388.8%
GH vs TRU
+7.8%
+381.0%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.6% |
| 7D | -2.5% | -2.7% | +0.2% | -1.0% |
| 30D | -4.7% | -2.0% | -2.6% | -4.1% |
| 3M | +20.2% | +18.4% | +1.8% | +6.5% |
| 6M | +78.8% | +8.9% | +69.9% | +66.2% |
| YTD | +54.1% | -8.9% | +63.0% | +56.3% |
| 1Y | +177.1% | -15.9% | +192.9% | +191.3% |
| 3Y | +371.6% | -1.1% | +372.7% | +314.4% |
| 5Y | +21.9% | -35.2% | +57.1% | +38.9% |
| All | +388.8% | +7.8% | +381.0% | +265.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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