+691.7%
AVGO vs THC
+250.3%
+441.3%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.1% |
| 7D | -3.0% | -0.7% | -2.3% | -2.8% |
| 30D | -14.4% | +1.3% | -15.7% | -14.8% |
| 3M | -14.4% | +64.2% | -78.7% | -24.6% |
| 6M | +13.1% | +8.3% | +4.9% | +10.1% |
| YTD | +3.8% | +33.4% | -29.6% | -4.6% |
| 1Y | +17.8% | +37.7% | -19.9% | +6.9% |
| 3Y | +325.3% | +236.8% | +88.5% | +201.2% |
| All | +691.7% | +250.3% | +441.3% | +444.7% |
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