+43.9%
BBY vs THC
+43.7%
+0.2%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +4.5% | +1.0% | +3.5% | +4.4% |
| 30D | +16.8% | +5.3% | +11.5% | +16.1% |
| 3M | +23.2% | +7.1% | +16.1% | +22.4% |
| 6M | +91.9% | +46.0% | +45.9% | +87.7% |
| YTD | +61.6% | +43.9% | +17.7% | +60.5% |
| 1Y | +43.9% | +45.4% | -1.6% | +42.7% |
| All | +43.9% | +43.7% | +0.2% | +42.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling