+5,975.2%
MU vs THC
+1,000.2%
+4,975.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.6% | +5.5% | +6.0% |
| 7D | +9.0% | -0.7% | +9.6% | +9.1% |
| 30D | +13.8% | +1.3% | +12.6% | +13.4% |
| 3M | +2.1% | +64.2% | -62.2% | -10.3% |
| 6M | +153.8% | +8.3% | +145.5% | +145.4% |
| YTD | +256.4% | +33.4% | +223.0% | +227.4% |
| 1Y | +719.8% | +37.7% | +682.1% | +644.7% |
| 3Y | +1,360.4% | +236.8% | +1,123.6% | +965.0% |
| 5Y | +1,312.4% | +249.3% | +1,063.2% | +886.4% |
| All | +5,975.2% | +1,000.2% | +4,975.0% | +2,961.4% |
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