+2,793.8%
ASX vs THC
+194.8%
+2,599.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.8% | -2.0% | -18.8% | -20.5% |
| 7D | -33.3% | +5.9% | -39.2% | -33.9% |
| 30D | -36.5% | +10.8% | -47.3% | -37.5% |
| 3M | -19.2% | +9.4% | -28.6% | -20.5% |
| 6M | -10.2% | +53.3% | -63.5% | -17.0% |
| YTD | +86.5% | +44.2% | +42.3% | +73.4% |
| 1Y | +89.6% | +37.3% | +52.3% | +77.4% |
| 3Y | +298.6% | +421.6% | -123.0% | +196.6% |
| 5Y | +414.3% | +279.8% | +134.4% | +291.3% |
| 10Y | +711.1% | +1,513.9% | -802.8% | +333.1% |
| All | +2,793.8% | +194.8% | +2,599.0% | +1,351.9% |
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