+376.6%
GH vs WU
-29.2%
+405.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -1.2% | -5.0% | +3.7% | -0.4% |
| 30D | -3.7% | -2.3% | -1.4% | -3.5% |
| 3M | +21.7% | -3.2% | +24.9% | +20.3% |
| 6M | +75.7% | -25.0% | +100.8% | +85.4% |
| YTD | +55.7% | -21.7% | +77.4% | +62.0% |
| 1Y | +181.1% | -9.0% | +190.1% | +177.3% |
| All | +376.6% | -29.2% | +405.7% | +399.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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