+475.2%
TEAM vs THC
+952.2%
-477.0%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -2.3% | -4.7% | -6.6% |
| 7D | -5.7% | -2.6% | -3.1% | -5.2% |
| 30D | +18.3% | -1.2% | +19.5% | +18.5% |
| 3M | +80.2% | +58.9% | +21.3% | +66.8% |
| 6M | +111.0% | +9.3% | +101.6% | +107.0% |
| YTD | +8.8% | +30.4% | -21.6% | +3.1% |
| 1Y | +2.2% | +34.6% | -32.4% | -4.0% |
| 3Y | -14.6% | +246.7% | -261.3% | -32.7% |
| 5Y | -53.8% | +244.5% | -298.3% | -64.3% |
| 10Y | +475.2% | +950.1% | -474.9% | +259.2% |
| All | +475.2% | +952.2% | -477.0% | +259.2% |
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