+134.1%
PSX vs GH
+355.8%
-221.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +2.8% | -2.1% | +4.9% | +2.9% |
| 30D | +27.8% | -4.5% | +32.2% | +28.0% |
| 3M | +42.0% | +28.9% | +13.1% | +40.0% |
| 6M | +58.1% | +76.5% | -18.4% | +53.0% |
| YTD | +105.0% | +57.6% | +47.4% | +99.3% |
| 1Y | +104.9% | +167.5% | -62.6% | +90.8% |
| 3Y | +134.1% | +377.4% | -243.3% | +112.6% |
| All | +134.1% | +355.8% | -221.7% | +112.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling