+87.5%
BBY vs THC
+425.2%
-337.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.3% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +17.6% | +7.5% | +10.1% | +16.2% |
| 3M | +25.9% | +7.5% | +18.4% | +24.3% |
| 6M | +85.1% | +46.4% | +38.7% | +73.3% |
| YTD | +60.6% | +44.4% | +16.3% | +50.1% |
| 1Y | +40.2% | +43.4% | -3.3% | +31.0% |
| All | +87.5% | +425.2% | -337.7% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling