+3,552.3%
ASX vs THC
+172.8%
+3,379.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -0.7% | -0.7% | -0.1% | -0.6% |
| 30D | +2.0% | +1.3% | +0.7% | +1.7% |
| 3M | -1.3% | +64.2% | -65.6% | -9.5% |
| 6M | +71.4% | +8.3% | +63.2% | +67.4% |
| YTD | +135.3% | +33.4% | +101.9% | +121.8% |
| 1Y | +267.5% | +37.7% | +229.8% | +243.3% |
| 3Y | +388.5% | +236.8% | +151.7% | +288.7% |
| 5Y | +417.1% | +249.3% | +167.8% | +298.6% |
| 10Y | +872.7% | +995.2% | -122.5% | +451.2% |
| All | +3,552.3% | +172.8% | +3,379.5% | +1,757.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling