+571.7%
QQQ vs THC
+1,002.8%
-431.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.2% | -0.8% |
| 7D | +1.0% | +4.1% | -3.1% | +0.4% |
| 30D | -0.6% | +3.5% | -4.2% | -1.2% |
| 3M | +1.3% | +61.7% | -60.4% | -5.7% |
| 6M | +18.1% | +11.8% | +6.3% | +15.5% |
| YTD | +16.9% | +35.4% | -18.5% | +10.9% |
| 1Y | +24.0% | +37.0% | -13.0% | +17.2% |
| 3Y | +95.6% | +260.1% | -164.5% | +58.5% |
| 5Y | +94.5% | +262.6% | -168.1% | +53.6% |
| 10Y | +571.7% | +1,039.2% | -467.5% | +338.1% |
| All | +571.7% | +1,002.8% | -431.1% | +338.1% |
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 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