+417.5%
LIN vs THC
+1,421.6%
-1,004.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | -0.1% | -1.0% |
| 7D | +0.2% | +3.7% | -3.5% | -0.3% |
| 30D | +6.5% | +9.0% | -2.6% | +5.2% |
| 3M | +5.5% | +10.4% | -4.9% | +4.0% |
| 6M | +3.3% | +45.7% | -42.3% | -2.2% |
| YTD | +22.0% | +42.6% | -20.5% | +15.2% |
| 1Y | +25.7% | +38.8% | -13.0% | +19.0% |
| 3Y | +36.2% | +418.8% | -382.6% | +5.2% |
| 5Y | +66.1% | +275.7% | -209.6% | +30.7% |
| All | +417.5% | +1,421.6% | -1,004.1% | +233.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling