+587.8%
WDC vs GH
+47.0%
+540.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.4% | +8.7% | +8.4% |
| 7D | -3.2% | -8.2% | +4.9% | -1.4% |
| 30D | -19.0% | -4.9% | -14.1% | -17.8% |
| 3M | -28.4% | -6.2% | -22.2% | -27.3% |
| 6M | -39.2% | +60.0% | -99.3% | -44.0% |
| YTD | +82.1% | +51.5% | +30.5% | +68.8% |
| 1Y | +84.7% | +58.4% | +26.2% | +69.8% |
| 3Y | +825.6% | +617.2% | +208.4% | +527.9% |
| All | +587.8% | +47.0% | +540.8% | +412.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling