+122,851.5%
AAPL vs THC
+508.9%
+122,342.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | +0.1% | -0.7% | +0.7% | +0.2% |
| 30D | +3.0% | +1.3% | +1.7% | +2.8% |
| 3M | +2.9% | +64.2% | -61.4% | -2.9% |
| 6M | +22.1% | +8.3% | +13.8% | +20.5% |
| YTD | +18.0% | +33.4% | -15.4% | +13.5% |
| 1Y | +33.9% | +37.7% | -3.7% | +28.1% |
| 3Y | +71.2% | +236.8% | -165.6% | +46.1% |
| 5Y | +112.6% | +249.3% | -136.7% | +77.3% |
| 10Y | +1,198.8% | +995.2% | +203.5% | +784.1% |
| All | +122,851.5% | +508.9% | +122,342.6% | +63,336.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling