+289.9%
CAH vs THC
+1,021.1%
-731.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.4% |
| 7D | -5.1% | 0.0% | -5.1% | -5.1% |
| 30D | -1.8% | +1.5% | -3.3% | -2.0% |
| 3M | +9.4% | +59.9% | -50.5% | +2.1% |
| 6M | +9.2% | +11.0% | -1.7% | +7.0% |
| YTD | +15.7% | +32.6% | -16.9% | +10.3% |
| 1Y | +59.7% | +37.4% | +22.4% | +51.2% |
| 3Y | +178.5% | +252.5% | -74.1% | +126.2% |
| 5Y | +398.3% | +262.3% | +135.9% | +290.8% |
| All | +289.9% | +1,021.1% | -731.2% | +146.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling