+261.6%
BN vs THC
+952.2%
-690.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.3% | -0.3% | -2.1% |
| 7D | -1.2% | -2.6% | +1.4% | -0.6% |
| 30D | -10.9% | -1.2% | -9.7% | -10.7% |
| 3M | -11.1% | +58.9% | -70.0% | -20.0% |
| 6M | -4.4% | +9.3% | -13.7% | -7.1% |
| YTD | -14.1% | +30.4% | -44.5% | -20.2% |
| 1Y | -11.1% | +34.6% | -45.6% | -18.2% |
| 3Y | +75.6% | +246.7% | -171.1% | +28.1% |
| 5Y | +35.8% | +244.5% | -208.7% | -4.2% |
| 10Y | +261.6% | +950.1% | -688.5% | +91.4% |
| All | +261.6% | +952.2% | -690.7% | +91.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling