+131.0%
HOOD vs THC
+258.8%
-127.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.1% | -1.7% | -3.2% |
| 7D | +3.8% | +0.1% | +3.6% | +3.8% |
| 30D | -26.4% | +7.5% | -33.9% | -28.1% |
| 3M | -14.3% | +7.5% | -21.8% | -16.4% |
| 6M | +3.9% | +46.4% | -42.5% | -9.6% |
| YTD | -28.1% | +44.4% | -72.4% | -38.3% |
| 1Y | -38.8% | +43.4% | -82.3% | -47.4% |
| 3Y | +888.5% | +433.3% | +455.2% | +372.7% |
| 5Y | +131.0% | +262.5% | -131.5% | +20.8% |
| All | +131.0% | +258.8% | -127.7% | +20.8% |
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