+89.9%
AMZN vs THC
+428.0%
-338.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.0% | +0.9% | +2.7% |
| 7D | +8.7% | +7.5% | +1.2% | +7.7% |
| 30D | +1.7% | +9.6% | -7.8% | +0.5% |
| 3M | -2.8% | +10.3% | -13.0% | -4.1% |
| 6M | -2.1% | +51.8% | -53.9% | -8.1% |
| YTD | +15.6% | +45.4% | -29.8% | +8.7% |
| 1Y | +9.2% | +40.8% | -31.6% | +3.1% |
| 3Y | +89.9% | +448.8% | -359.0% | +40.3% |
| All | +89.9% | +428.0% | -338.1% | +40.3% |
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