+1,367.3%
AAPL vs THC
+1,813.2%
-445.9%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | +4.1% | +1.0% | +3.2% | +4.0% |
| 30D | +4.0% | +5.3% | -1.4% | +3.1% |
| 3M | +16.8% | +7.1% | +9.7% | +15.4% |
| 6M | +19.4% | +46.0% | -26.6% | +12.0% |
| YTD | +31.5% | +43.9% | -12.4% | +23.1% |
| 1Y | +31.0% | +45.4% | -14.5% | +22.2% |
| 3Y | +95.3% | +421.3% | -326.0% | +46.7% |
| 5Y | +143.4% | +261.5% | -118.1% | +87.4% |
| All | +1,367.3% | +1,813.2% | -445.9% | +778.6% |
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