+861.6%
ASX vs THC
+1,000.2%
-138.7%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -0.7% | -0.7% | -0.1% | -0.6% |
| 30D | +2.0% | +1.3% | +0.7% | +1.7% |
| 3M | -1.3% | +64.2% | -65.6% | -9.2% |
| 6M | +71.4% | +8.3% | +63.2% | +67.8% |
| YTD | +135.3% | +33.4% | +101.9% | +122.5% |
| 1Y | +267.5% | +37.7% | +229.8% | +244.5% |
| 3Y | +388.5% | +236.8% | +151.7% | +291.9% |
| 5Y | +417.1% | +249.3% | +167.8% | +302.1% |
| All | +861.6% | +1,000.2% | -138.7% | +509.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling