+41.0%
GEHC vs THC
+545.4%
-504.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.0% | 0.0% | +1.6% |
| 7D | +5.6% | +7.5% | -1.8% | +4.2% |
| 30D | +27.9% | +9.6% | +18.3% | +25.8% |
| 3M | +17.1% | +10.3% | +6.9% | +15.0% |
| 6M | +32.5% | +51.8% | -19.3% | +22.0% |
| YTD | +2.7% | +45.4% | -42.8% | -5.1% |
| 1Y | +15.3% | +40.8% | -25.5% | +7.0% |
| 3Y | +23.7% | +448.8% | -425.1% | -14.0% |
| All | +41.0% | +545.4% | -504.4% | +3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling