-3.7%
BBY vs THC
+258.8%
-262.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.2% |
| 7D | +4.0% | +0.1% | +3.9% | +4.0% |
| 30D | +17.6% | +7.5% | +10.1% | +15.7% |
| 3M | +25.9% | +7.5% | +18.4% | +23.7% |
| 6M | +85.1% | +46.4% | +38.7% | +68.0% |
| YTD | +60.6% | +44.4% | +16.3% | +45.1% |
| 1Y | +40.2% | +43.4% | -3.3% | +26.5% |
| 3Y | +86.6% | +433.3% | -346.7% | +11.2% |
| 5Y | -3.7% | +262.5% | -266.2% | -39.9% |
| All | -3.7% | +258.8% | -262.5% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling