+3.3%
AVGO vs THC
+44.8%
-41.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.1% | +7.6% | +5.7% |
| 7D | +25.0% | +0.1% | +24.8% | +24.9% |
| 30D | +2.0% | +7.5% | -5.5% | +1.6% |
| 3M | -12.3% | +7.5% | -19.8% | -12.7% |
| 6M | -12.8% | +46.4% | -59.3% | -15.4% |
| YTD | +5.9% | +44.4% | -38.5% | +1.5% |
| 1Y | +3.3% | +43.4% | -40.1% | -0.7% |
| All | +3.3% | +44.8% | -41.5% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling