+29,187.3%
AVGO vs THC
+1,636.1%
+27,551.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +3.8% |
| 7D | 0.0% | +8.8% | -8.9% | -1.7% |
| 30D | -8.2% | +10.0% | -18.2% | -9.9% |
| 3M | -21.3% | +11.7% | -32.9% | -23.1% |
| 6M | -22.5% | +52.5% | -75.0% | -29.4% |
| YTD | -3.6% | +46.1% | -49.6% | -11.9% |
| 1Y | -6.7% | +49.1% | -55.8% | -15.0% |
| 3Y | +258.1% | +439.6% | -181.5% | +149.9% |
| 5Y | +560.9% | +263.2% | +297.7% | +379.9% |
| 10Y | +2,475.6% | +1,900.5% | +575.1% | +1,082.9% |
| All | +29,187.3% | +1,636.1% | +27,551.3% | +13,524.3% |
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