+1,360.5%
AAPL vs THC
+1,818.8%
-458.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.1% |
| 7D | +3.1% | +0.1% | +3.0% | +3.1% |
| 30D | +4.0% | +7.5% | -3.5% | +2.8% |
| 3M | +17.4% | +7.5% | +9.9% | +16.0% |
| 6M | +20.5% | +46.4% | -26.0% | +13.0% |
| YTD | +30.9% | +44.4% | -13.5% | +22.4% |
| 1Y | +30.1% | +43.4% | -13.3% | +21.7% |
| 3Y | +92.7% | +433.3% | -340.6% | +44.2% |
| 5Y | +142.2% | +262.5% | -120.3% | +86.5% |
| All | +1,360.5% | +1,818.8% | -458.3% | +774.2% |
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