+346.9%
DELL vs THC
+40.1%
+306.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.9% | -3.6% | +0.8% |
| 7D | +8.7% | +4.1% | +4.7% | +9.3% |
| 30D | +16.9% | +3.5% | +13.4% | +17.4% |
| 3M | +40.4% | +61.7% | -21.3% | +46.2% |
| 6M | +267.1% | +11.8% | +255.2% | +279.9% |
| YTD | +329.1% | +35.4% | +293.7% | +341.4% |
| 1Y | +346.9% | +37.0% | +309.9% | +358.8% |
| All | +346.9% | +40.1% | +306.8% | +358.8% |
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 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