+1,644.1%
THC vs ACWI
+224.5%
+1,419.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +1.0% | +2.4% | -1.5% | -2.5% |
| 30D | +5.3% | -1.7% | +7.0% | +7.7% |
| 3M | +7.1% | -3.9% | +11.0% | +12.9% |
| 6M | +46.0% | +0.8% | +45.2% | +42.3% |
| YTD | +43.9% | +11.0% | +32.9% | +20.5% |
| 1Y | +45.4% | +13.1% | +32.4% | +18.6% |
| 3Y | +421.3% | +73.9% | +347.4% | +115.3% |
| 5Y | +261.5% | +59.0% | +202.4% | +75.3% |
| All | +1,644.1% | +224.5% | +1,419.6% | +206.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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