+274.7%
BBY vs THC
+1,813.2%
-1,538.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +4.5% | +1.0% | +3.5% | +4.3% |
| 30D | +16.8% | +5.3% | +11.5% | +15.6% |
| 3M | +23.2% | +7.1% | +16.1% | +21.4% |
| 6M | +91.9% | +46.0% | +45.9% | +75.7% |
| YTD | +61.6% | +43.9% | +17.7% | +47.4% |
| 1Y | +43.9% | +45.4% | -1.6% | +30.6% |
| 3Y | +88.6% | +421.3% | -332.6% | +25.9% |
| 5Y | -3.1% | +261.5% | -264.6% | -32.7% |
| All | +274.7% | +1,813.2% | -1,538.5% | +77.8% |
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