+1,001.6%
THC vs ACWI
+228.2%
+773.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.5% | -1.2% | -1.4% |
| 30D | +1.3% | +0.9% | +0.4% | -0.1% |
| 3M | +64.2% | +2.4% | +61.9% | +57.5% |
| 6M | +8.3% | +12.4% | -4.1% | -10.0% |
| YTD | +33.4% | +15.2% | +18.2% | +6.3% |
| 1Y | +37.7% | +22.7% | +15.0% | -0.6% |
| 3Y | +236.8% | +75.8% | +161.0% | +37.9% |
| 5Y | +249.3% | +67.7% | +181.5% | +56.6% |
| All | +1,001.6% | +228.2% | +773.4% | +76.0% |
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