+38.8%
THC vs ACWI
+10.2%
+28.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +3.7% | -2.4% | +6.0% | +4.9% |
| 30D | +9.0% | -5.2% | +14.2% | +11.6% |
| 3M | +10.4% | -4.8% | +15.2% | +12.8% |
| 6M | +45.7% | -1.3% | +47.0% | +45.6% |
| YTD | +42.6% | +8.4% | +34.2% | +31.6% |
| 1Y | +38.8% | +11.0% | +27.7% | +23.9% |
| All | +38.8% | +10.2% | +28.6% | +23.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling