+38.2%
GEHC vs LTH
+263.9%
-225.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.4% |
| 7D | +7.6% | +4.5% | +3.1% | +6.6% |
| 30D | +27.5% | +16.3% | +11.1% | +23.5% |
| 3M | +17.2% | +8.4% | +8.9% | +15.1% |
| 6M | +33.6% | +40.3% | -6.7% | +24.0% |
| YTD | +0.6% | +77.3% | -76.6% | -11.7% |
| 1Y | +11.3% | +88.0% | -76.7% | -3.6% |
| 3Y | +16.5% | +274.3% | -257.8% | -9.3% |
| All | +38.2% | +263.9% | -225.7% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling