+504.6%
NOW vs THC
+1,325.8%
-821.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.4% |
| 7D | -3.1% | +7.5% | -10.5% | -4.3% |
| 30D | -27.0% | +9.6% | -36.6% | -28.2% |
| 3M | -17.7% | +10.3% | -28.0% | -19.2% |
| 6M | +12.7% | +51.8% | -39.1% | +4.7% |
| YTD | -32.9% | +45.4% | -78.4% | -37.8% |
| 1Y | -40.4% | +40.8% | -81.2% | -44.5% |
| 3Y | -17.1% | +448.8% | -465.9% | -40.1% |
| 5Y | -25.7% | +263.4% | -289.1% | -44.0% |
| 10Y | +504.6% | +1,800.1% | -1,295.5% | +223.3% |
| All | +504.6% | +1,325.8% | -821.1% | +223.3% |
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 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