+1,007.5%
ASX vs THC
+1,879.5%
-872.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.9% | +5.7% | +6.5% |
| 7D | +0.8% | +0.2% | +0.6% | +0.9% |
| 30D | -20.4% | +9.0% | -29.4% | -21.5% |
| 3M | -2.1% | +12.9% | -15.1% | -4.0% |
| 6M | +8.2% | +52.8% | -44.6% | +0.5% |
| YTD | +137.3% | +47.4% | +89.8% | +120.7% |
| 1Y | +155.0% | +47.7% | +107.3% | +136.8% |
| 3Y | +397.9% | +444.7% | -46.7% | +270.7% |
| 5Y | +529.2% | +269.3% | +260.0% | +383.1% |
| 10Y | +1,007.5% | +1,913.5% | -906.0% | +593.7% |
| All | +1,007.5% | +1,879.5% | -872.0% | +593.7% |
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