+31,416.6%
AVGO vs THC
+1,485.2%
+29,931.4%
-48.3%
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 | -3.0% | -0.7% | -2.3% | -2.9% |
| 30D | -14.4% | +1.3% | -15.7% | -14.7% |
| 3M | -14.4% | +64.2% | -78.7% | -22.9% |
| 6M | +13.1% | +8.3% | +4.9% | +10.2% |
| YTD | +3.8% | +33.4% | -29.6% | -3.3% |
| 1Y | +17.8% | +37.7% | -19.9% | +8.7% |
| 3Y | +325.3% | +236.8% | +88.5% | +223.9% |
| 5Y | +689.9% | +249.3% | +440.7% | +477.7% |
| 10Y | +2,597.0% | +995.2% | +1,601.8% | +1,274.2% |
| All | +31,416.6% | +1,485.2% | +29,931.4% | +14,842.5% |
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 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