+228.8%
MU vs THC
+43.7%
+185.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +12.8% | +1.0% | +11.8% | +12.8% |
| 30D | -14.9% | +5.3% | -20.2% | -14.9% |
| 3M | -18.0% | +7.1% | -25.2% | -18.2% |
| 6M | -3.1% | +46.0% | -49.2% | -8.7% |
| YTD | +172.9% | +43.9% | +129.0% | +152.8% |
| 1Y | +228.8% | +45.4% | +183.4% | +202.3% |
| All | +228.8% | +43.7% | +185.1% | +202.3% |
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