+2,300.3%
AVGO vs THC
+1,325.8%
+974.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.0% | +6.8% | +8.4% |
| 7D | -0.9% | +7.5% | -8.3% | -2.3% |
| 30D | -11.6% | +9.6% | -21.2% | -13.3% |
| 3M | -25.2% | +10.3% | -35.4% | -26.7% |
| 6M | -25.4% | +51.8% | -77.3% | -32.0% |
| YTD | -7.2% | +45.4% | -52.6% | -15.1% |
| 1Y | -7.9% | +40.8% | -48.7% | -15.3% |
| 3Y | +262.1% | +448.8% | -186.7% | +151.1% |
| 5Y | +525.7% | +263.4% | +262.3% | +352.8% |
| 10Y | +2,300.3% | +1,800.1% | +500.3% | +1,165.5% |
| All | +2,300.3% | +1,325.8% | +974.6% | +1,165.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling