+141,733.1%
MSFT vs THC
+550.9%
+141,182.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.9% |
| 7D | +1.7% | +3.7% | -2.0% | +1.3% |
| 30D | +0.2% | +9.0% | -8.9% | -0.9% |
| 3M | +6.4% | +10.4% | -4.0% | +5.1% |
| 6M | +28.7% | +45.7% | -17.0% | +22.5% |
| YTD | +10.4% | +42.6% | -32.2% | +4.8% |
| 1Y | +7.6% | +38.8% | -31.1% | +2.4% |
| 3Y | +52.3% | +418.8% | -366.5% | +21.6% |
| 5Y | +64.5% | +275.7% | -211.2% | +33.6% |
| 10Y | +917.8% | +1,496.2% | -578.4% | +529.0% |
| All | +141,733.1% | +550.9% | +141,182.2% | +69,475.9% |
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