+68,550.7%
MU vs THC
+558.0%
+67,992.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.5% | -2.0% | -15.5% | -17.0% |
| 7D | -29.7% | +5.9% | -35.6% | -30.7% |
| 30D | -37.2% | +10.8% | -48.0% | -38.7% |
| 3M | -26.5% | +9.4% | -35.9% | -28.1% |
| 6M | +2.6% | +53.3% | -50.7% | -8.1% |
| YTD | +130.1% | +44.2% | +86.0% | +108.6% |
| 1Y | +176.7% | +37.3% | +139.4% | +153.1% |
| 3Y | +813.1% | +421.6% | +391.5% | +520.8% |
| 5Y | +822.0% | +279.8% | +542.1% | +546.3% |
| 10Y | +3,936.2% | +1,513.9% | +2,422.3% | +1,693.6% |
| All | +68,550.7% | +558.0% | +67,992.6% | +24,587.5% |
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