+842.6%
ASX vs THC
+1,325.8%
-483.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +8.3% |
| 7D | -12.3% | +7.5% | -19.8% | -13.2% |
| 30D | -26.0% | +9.6% | -35.6% | -27.0% |
| 3M | -8.1% | +10.3% | -18.4% | -9.6% |
| 6M | +1.4% | +51.8% | -50.4% | -5.8% |
| YTD | +115.6% | +45.4% | +70.1% | +100.9% |
| 1Y | +128.0% | +40.8% | +87.2% | +113.2% |
| 3Y | +371.4% | +448.8% | -77.4% | +250.4% |
| 5Y | +469.4% | +263.4% | +206.0% | +338.0% |
| 10Y | +842.6% | +1,800.1% | -957.4% | +481.9% |
| All | +842.6% | +1,325.8% | -483.1% | +481.9% |
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 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