+469.4%
ASX vs THC
+262.3%
+207.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.0% | +6.6% | +8.3% |
| 7D | -12.3% | +7.5% | -19.8% | -13.5% |
| 30D | -26.0% | +9.6% | -35.6% | -27.3% |
| 3M | -8.1% | +10.3% | -18.4% | -10.0% |
| 6M | +1.4% | +51.8% | -50.4% | -8.1% |
| YTD | +115.6% | +45.4% | +70.1% | +96.0% |
| 1Y | +128.0% | +40.8% | +87.2% | +108.3% |
| 3Y | +371.4% | +448.8% | -77.4% | +192.0% |
| 5Y | +469.4% | +263.4% | +206.0% | +281.7% |
| All | +469.4% | +262.3% | +207.1% | +281.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling