+46,613.4%
QCOM vs THC
+722.5%
+45,890.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.0% | -7.5% | -9.2% |
| 7D | -15.5% | +5.9% | -21.3% | -16.1% |
| 30D | -13.4% | +10.8% | -24.2% | -14.6% |
| 3M | 0.0% | +9.4% | -9.4% | -1.3% |
| 6M | -15.2% | +53.3% | -68.5% | -20.7% |
| YTD | -6.9% | +44.2% | -51.1% | -12.7% |
| 1Y | -11.0% | +37.3% | -48.3% | -16.0% |
| 3Y | +39.8% | +421.6% | -381.8% | +8.4% |
| 5Y | +7.2% | +279.8% | -272.6% | -15.0% |
| 10Y | +207.7% | +1,513.9% | -1,306.2% | +82.5% |
| All | +46,613.4% | +722.5% | +45,890.9% | +25,836.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling