+1,865.8%
PWR vs THC
+1,325.8%
+540.1%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.3% | +8.9% |
| 7D | -4.8% | +7.5% | -12.3% | -6.4% |
| 30D | -16.2% | +9.6% | -25.8% | -18.1% |
| 3M | -11.9% | +10.3% | -22.2% | -14.2% |
| 6M | -20.6% | +51.8% | -72.4% | -28.6% |
| YTD | +40.3% | +45.4% | -5.2% | +26.5% |
| 1Y | +33.0% | +40.8% | -7.8% | +20.7% |
| 3Y | +250.0% | +448.8% | -198.8% | +129.7% |
| 5Y | +404.2% | +263.4% | +140.8% | +247.7% |
| 10Y | +1,865.8% | +1,800.1% | +65.8% | +845.2% |
| All | +1,865.8% | +1,325.8% | +540.1% | +845.2% |
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 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