+8,872.3%
INTC vs THC
+550.9%
+8,321.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.1% | +8.8% | +7.9% |
| 7D | -14.4% | +3.7% | -18.1% | -14.9% |
| 30D | -50.2% | +9.0% | -59.3% | -50.9% |
| 3M | -43.6% | +10.4% | -54.0% | -44.5% |
| 6M | -50.2% | +45.7% | -95.9% | -53.2% |
| YTD | +52.5% | +42.6% | +9.9% | +43.3% |
| 1Y | +51.1% | +38.8% | +12.4% | +42.4% |
| 3Y | +50.3% | +418.8% | -368.5% | +17.2% |
| 5Y | +19.2% | +275.7% | -256.5% | -5.3% |
| 10Y | +105.1% | +1,496.2% | -1,391.1% | +22.9% |
| All | +8,872.3% | +550.9% | +8,321.5% | +4,169.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling