+146.5%
ASX vs THC
+46.1%
+100.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +9.6% | -13.5% | -3.3% |
| 7D | -14.6% | +8.8% | -23.4% | -14.0% |
| 30D | -21.1% | +12.6% | -33.7% | -20.4% |
| 3M | -3.1% | +15.4% | -18.4% | -2.2% |
| 6M | +17.4% | +57.7% | -40.3% | +17.1% |
| YTD | +135.3% | +47.1% | +88.3% | +135.6% |
| 1Y | +146.5% | +40.7% | +105.8% | +147.4% |
| All | +146.5% | +46.1% | +100.4% | +147.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling