+133.0%
AAPL vs THC
+274.4%
-141.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.3% |
| 7D | -0.7% | +3.7% | -4.3% | -1.4% |
| 30D | +1.7% | +9.0% | -7.4% | 0.0% |
| 3M | +9.7% | +10.4% | -0.7% | +7.4% |
| 6M | +19.3% | +45.7% | -26.4% | +10.1% |
| YTD | +26.3% | +42.6% | -16.3% | +16.3% |
| 1Y | +27.4% | +38.8% | -11.4% | +17.7% |
| 3Y | +93.6% | +418.8% | -325.2% | +29.4% |
| All | +133.0% | +274.4% | -141.4% | +63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling