+226.1%
PODD vs THC
+952.2%
-726.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.3% | -3.1% |
| 7D | -4.1% | -2.6% | -1.6% | -3.7% |
| 30D | +0.8% | -1.2% | +2.0% | +1.0% |
| 3M | -6.1% | +58.9% | -65.0% | -13.8% |
| 6M | -40.0% | +9.3% | -49.3% | -41.4% |
| YTD | -49.9% | +30.4% | -80.3% | -52.9% |
| 1Y | -59.3% | +34.6% | -93.9% | -62.0% |
| 3Y | -17.2% | +246.7% | -263.9% | -35.8% |
| 5Y | -53.0% | +244.5% | -297.5% | -64.4% |
| 10Y | +226.1% | +950.1% | -724.0% | +107.6% |
| All | +226.1% | +952.2% | -726.1% | +107.6% |
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 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