+1,237.1%
AAPL vs THC
+1,002.8%
+234.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -0.8% |
| 7D | -3.0% | +4.1% | -7.0% | -3.5% |
| 30D | +2.3% | +3.5% | -1.2% | +1.7% |
| 3M | +8.6% | +61.7% | -53.1% | +0.8% |
| 6M | +21.6% | +11.8% | +9.7% | +18.8% |
| YTD | +16.3% | +35.4% | -19.1% | +10.2% |
| 1Y | +35.1% | +37.0% | -2.0% | +27.4% |
| 3Y | +79.4% | +260.1% | -180.7% | +43.7% |
| 5Y | +109.8% | +262.6% | -152.8% | +63.3% |
| 10Y | +1,237.1% | +1,039.2% | +197.9% | +742.8% |
| All | +1,237.1% | +1,002.8% | +234.3% | +742.8% |
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