+269.3%
THC vs GPC
+6.4%
+262.8%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +0.2% | -2.1% | +2.3% | +1.0% |
| 30D | +9.0% | -4.5% | +13.5% | +10.6% |
| 3M | +12.9% | -7.7% | +20.6% | +15.9% |
| 6M | +52.8% | +24.3% | +28.5% | +41.0% |
| YTD | +47.4% | +3.5% | +44.0% | +43.0% |
| 1Y | +47.7% | +0.7% | +47.0% | +44.5% |
| 3Y | +444.7% | 0.0% | +444.7% | +398.7% |
| 5Y | +269.3% | +5.8% | +263.4% | +198.7% |
| All | +269.3% | +6.4% | +262.8% | +198.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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