+92.9%
GOOGL vs THC
+274.4%
-181.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | +1.8% | +3.7% | -1.9% | +1.1% |
| 30D | -18.8% | +9.0% | -27.8% | -20.0% |
| 3M | -20.3% | +10.4% | -30.7% | -21.8% |
| 6M | -28.4% | +45.7% | -74.0% | -33.4% |
| YTD | -8.8% | +42.6% | -51.4% | -15.4% |
| 1Y | +0.3% | +38.8% | -38.5% | -6.6% |
| 3Y | +120.7% | +418.8% | -298.1% | +47.1% |
| All | +92.9% | +274.4% | -181.5% | +35.8% |
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 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