+6.2%
MSFT vs THC
+51.2%
-44.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.4% | -2.6% | -2.2% |
| 7D | +2.3% | +8.8% | -6.5% | +2.1% |
| 30D | -0.4% | +10.0% | -10.4% | -0.6% |
| 3M | +5.6% | +11.7% | -6.1% | +5.3% |
| 6M | +29.0% | +52.5% | -23.5% | +28.5% |
| YTD | +10.9% | +46.1% | -35.1% | +10.7% |
| 1Y | +6.2% | +49.1% | -42.9% | +6.0% |
| All | +6.2% | +51.2% | -44.9% | +6.0% |
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