+50.3%
O vs THC
+952.2%
-902.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | 0.0% |
| 7D | -0.6% | -2.6% | +2.0% | -0.1% |
| 30D | -2.0% | -1.2% | -0.8% | -1.8% |
| 3M | +3.0% | +58.9% | -55.9% | -5.6% |
| 6M | -3.6% | +9.3% | -13.0% | -5.9% |
| YTD | +12.1% | +30.4% | -18.3% | +5.6% |
| 1Y | +8.9% | +34.6% | -25.7% | +1.6% |
| 3Y | +30.3% | +246.7% | -216.3% | -1.3% |
| 5Y | +13.7% | +244.5% | -230.8% | -17.6% |
| 10Y | +50.3% | +950.1% | -899.8% | -21.7% |
| All | +50.3% | +952.2% | -902.0% | -21.7% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling