+12.8%
PH vs GPC
0.0%
+12.8%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | +7.4% | -1.3% | +8.6% | +7.6% |
| 30D | +0.5% | -6.0% | +6.5% | +1.5% |
| 3M | -10.2% | -7.6% | -2.6% | -9.0% |
| 6M | +8.9% | +24.2% | -15.3% | +3.3% |
| YTD | +9.7% | +2.7% | +7.0% | -0.2% |
| 1Y | +12.8% | +0.2% | +12.7% | +4.2% |
| All | +12.8% | 0.0% | +12.8% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1y: compounded portfolio wealth divided by compounded GPC 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…
1y analysis · Full analysis span regression · 6 months rolling