+466.8%
PH vs GH
+473.1%
-6.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.3% |
| 7D | -3.1% | -1.2% | -1.9% | -3.0% |
| 30D | -11.8% | -3.7% | -8.1% | -11.5% |
| 3M | +6.9% | +21.7% | -14.8% | +3.9% |
| 6M | -1.3% | +75.7% | -77.0% | -8.9% |
| YTD | +7.0% | +55.7% | -48.7% | 0.0% |
| 1Y | +23.1% | +181.1% | -158.0% | +5.9% |
| 3Y | +135.4% | +371.6% | -236.2% | +82.6% |
| 5Y | +250.3% | +23.2% | +227.1% | +204.0% |
| All | +466.8% | +473.1% | -6.3% | +286.2% |
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