+94.9%
AAPL vs THC
+428.0%
-333.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.0% | +0.4% | +2.1% |
| 7D | +3.7% | +7.5% | -3.8% | +2.5% |
| 30D | +4.2% | +9.6% | -5.4% | +2.7% |
| 3M | +12.0% | +10.3% | +1.8% | +10.2% |
| 6M | +19.8% | +51.8% | -32.0% | +12.1% |
| YTD | +29.3% | +45.4% | -16.1% | +21.2% |
| 1Y | +31.1% | +40.8% | -9.7% | +23.3% |
| 3Y | +94.9% | +448.8% | -353.9% | +59.4% |
| All | +94.9% | +428.0% | -333.1% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling