+250.0%
PWR vs THC
+428.0%
-178.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.3% | +9.1% |
| 7D | -4.8% | +7.5% | -12.3% | -5.8% |
| 30D | -16.2% | +9.6% | -25.8% | -17.4% |
| 3M | -11.9% | +10.3% | -22.2% | -13.4% |
| 6M | -20.6% | +51.8% | -72.4% | -27.1% |
| YTD | +40.3% | +45.4% | -5.2% | +29.0% |
| 1Y | +33.0% | +40.8% | -7.8% | +23.1% |
| 3Y | +250.0% | +448.8% | -198.8% | +133.9% |
| All | +250.0% | +428.0% | -178.0% | +133.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling