+38.2%
GEHC vs THC
+532.7%
-494.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.4% |
| 7D | +7.6% | +3.7% | +3.9% | +6.9% |
| 30D | +27.5% | +9.0% | +18.4% | +25.5% |
| 3M | +17.2% | +10.4% | +6.8% | +15.0% |
| 6M | +33.6% | +45.7% | -12.1% | +23.9% |
| YTD | +0.6% | +42.6% | -41.9% | -6.7% |
| 1Y | +11.3% | +38.8% | -27.5% | +3.6% |
| 3Y | +16.5% | +418.8% | -402.3% | -18.1% |
| All | +38.2% | +532.7% | -494.5% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling