+892.4%
APP vs THC
+413.3%
+479.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.1% | +11.0% | +10.2% |
| 7D | +71.2% | +3.7% | +67.5% | +68.9% |
| 30D | +39.1% | +9.0% | +30.0% | +34.8% |
| 3M | +16.5% | +10.4% | +6.1% | +12.1% |
| 6M | -16.6% | +45.7% | -62.2% | -27.6% |
| YTD | -41.9% | +42.6% | -84.5% | -50.2% |
| 1Y | -37.0% | +38.8% | -75.8% | -45.6% |
| 3Y | +892.4% | +418.8% | +473.6% | +417.9% |
| All | +892.4% | +413.3% | +479.2% | +417.9% |
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 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