+37.3%
GEHC vs THC
+540.6%
-503.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.5% |
| 7D | -2.3% | +0.1% | -2.4% | -2.3% |
| 30D | +19.0% | +7.5% | +11.6% | +17.5% |
| 3M | +13.3% | +7.5% | +5.8% | +11.7% |
| 6M | +31.5% | +46.4% | -14.9% | +21.9% |
| YTD | 0.0% | +44.4% | -44.4% | -7.5% |
| 1Y | +9.4% | +43.4% | -34.1% | +1.1% |
| 3Y | +18.3% | +433.3% | -414.9% | -17.2% |
| All | +37.3% | +540.6% | -503.3% | +0.6% |
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