+83.0%
ALB vs THC
+952.2%
-869.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.3% | +4.9% | +3.1% |
| 7D | -4.4% | -2.6% | -1.9% | -4.0% |
| 30D | -1.2% | -1.2% | 0.0% | -1.0% |
| 3M | -13.3% | +58.9% | -72.2% | -22.1% |
| 6M | -19.8% | +9.3% | -29.1% | -22.2% |
| YTD | -7.9% | +30.4% | -38.3% | -14.5% |
| 1Y | +60.2% | +34.6% | +25.6% | +46.6% |
| 3Y | -26.4% | +246.7% | -273.1% | -47.1% |
| 5Y | -42.5% | +244.5% | -287.1% | -60.0% |
| 10Y | +83.0% | +950.1% | -867.1% | -0.6% |
| All | +83.0% | +952.2% | -869.2% | -0.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling