-39.8%
NOW vs THC
+43.7%
-83.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.6% |
| 7D | +0.3% | +1.0% | -0.7% | +0.2% |
| 30D | -27.0% | +5.3% | -32.3% | -27.1% |
| 3M | -19.6% | +7.1% | -26.8% | -19.9% |
| 6M | +17.5% | +46.0% | -28.6% | +16.2% |
| YTD | -33.3% | +43.9% | -77.2% | -32.9% |
| 1Y | -39.8% | +45.4% | -85.3% | -39.6% |
| All | -39.8% | +43.7% | -83.6% | -39.6% |
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