+15.7%
GEHC vs LTH
+84.0%
-68.3%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.3% | +0.1% | +5.1% |
| 7D | +13.2% | +9.9% | +3.3% | +11.1% |
| 30D | +30.6% | +18.3% | +12.3% | +26.2% |
| 3M | +22.2% | +5.9% | +16.3% | +20.7% |
| 6M | +40.8% | +80.3% | -39.5% | +21.9% |
| YTD | +4.8% | +78.3% | -73.5% | -10.4% |
| 1Y | +15.7% | +81.0% | -65.3% | -1.7% |
| All | +15.7% | +84.0% | -68.3% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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