+236.2%
BBY vs THC
+1,021.1%
-784.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.5% |
| 7D | +0.7% | 0.0% | +0.7% | +0.7% |
| 30D | +5.8% | +1.5% | +4.2% | +5.4% |
| 3M | +18.0% | +59.9% | -41.9% | +6.6% |
| 6M | +39.8% | +11.0% | +28.9% | +35.5% |
| YTD | +35.4% | +32.6% | +2.8% | +26.0% |
| 1Y | +21.4% | +37.4% | -16.0% | +11.7% |
| 3Y | +39.5% | +252.5% | -213.0% | +2.3% |
| 5Y | -0.5% | +262.3% | -262.8% | -30.1% |
| All | +236.2% | +1,021.1% | -784.9% | +68.6% |
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