+133,818.3%
AAPL vs THC
+566.8%
+133,251.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.1% | -0.7% |
| 7D | +5.0% | +8.8% | -3.8% | +4.0% |
| 30D | +3.5% | +10.0% | -6.5% | +2.4% |
| 3M | +13.1% | +11.7% | +1.4% | +11.6% |
| 6M | +19.0% | +52.5% | -33.4% | +13.1% |
| YTD | +28.5% | +46.1% | -17.5% | +22.3% |
| 1Y | +29.7% | +49.1% | -19.4% | +23.0% |
| 3Y | +89.2% | +439.6% | -350.4% | +53.5% |
| 5Y | +141.2% | +263.2% | -122.0% | +100.3% |
| 10Y | +1,306.6% | +1,900.5% | -593.9% | +808.6% |
| All | +133,818.3% | +566.8% | +133,251.5% | +68,252.2% |
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 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