+792.3%
PH vs THC
+952.2%
-159.9%
-54.7%
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 | -0.7% | -2.3% | +1.6% | -0.2% |
| 7D | +0.4% | -2.6% | +2.9% | +1.0% |
| 30D | -10.8% | -1.2% | -9.6% | -10.6% |
| 3M | +8.5% | +58.9% | -50.5% | -3.3% |
| 6M | +3.9% | +9.3% | -5.4% | +0.6% |
| YTD | +9.4% | +30.4% | -20.9% | +1.2% |
| 1Y | +26.8% | +34.6% | -7.8% | +15.8% |
| 3Y | +140.8% | +246.7% | -105.9% | +70.8% |
| 5Y | +253.8% | +244.5% | +9.3% | +140.2% |
| 10Y | +792.3% | +950.1% | -157.8% | +337.2% |
| All | +792.3% | +952.2% | -159.9% | +337.2% |
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