+299.6%
ASX vs THC
+418.9%
-119.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.0% | -18.8% | -20.6% |
| 7D | -33.3% | +5.9% | -39.2% | -33.7% |
| 30D | -36.5% | +10.8% | -47.3% | -37.2% |
| 3M | -19.2% | +9.4% | -28.6% | -20.0% |
| 6M | -10.2% | +53.3% | -63.5% | -15.9% |
| YTD | +86.5% | +44.2% | +42.3% | +75.8% |
| 1Y | +89.6% | +37.3% | +52.3% | +80.1% |
| All | +299.6% | +418.9% | -119.4% | +169.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling