+107.9%
ASX vs THC
+35.6%
+72.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.1% | +7.5% | +6.4% |
| 7D | -19.9% | +3.7% | -23.6% | -19.6% |
| 30D | -30.9% | +9.0% | -39.9% | -30.4% |
| 3M | -15.1% | +10.4% | -25.5% | -14.5% |
| 6M | -6.5% | +45.7% | -52.1% | -5.8% |
| YTD | +98.4% | +42.6% | +55.9% | +98.8% |
| 1Y | +107.9% | +38.8% | +69.1% | +108.1% |
| All | +107.9% | +35.6% | +72.3% | +108.1% |
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