+7.7%
V vs GH
+170.3%
-162.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.5% | -0.4% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | +1.9% | -2.6% | +4.5% | +1.9% |
| 3M | +13.2% | +25.1% | -11.9% | +11.8% |
| 6M | +16.7% | +78.5% | -61.8% | +12.8% |
| YTD | +5.4% | +59.4% | -54.0% | +2.3% |
| 1Y | +7.7% | +173.9% | -166.2% | +2.1% |
| All | +7.7% | +170.3% | -162.6% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling