+327.8%
NDAQ vs GH
+458.1%
-130.3%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +1.7% | +0.9% | +0.8% | +1.6% |
| 30D | +16.2% | -4.5% | +20.7% | +16.6% |
| 3M | +14.0% | -6.2% | +20.2% | +14.3% |
| 6M | +22.3% | +55.0% | -32.7% | +14.8% |
| YTD | +13.0% | +51.6% | -38.6% | +5.9% |
| 1Y | +24.0% | +58.3% | -34.3% | +15.5% |
| 3Y | +117.1% | +617.6% | -500.5% | +59.8% |
| 5Y | +67.5% | +49.2% | +18.3% | +41.1% |
| All | +327.8% | +458.1% | -130.3% | +218.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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