+245.8%
THC vs ACWI
+76.1%
+169.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | +0.5% | -1.2% | -1.1% |
| 30D | +1.3% | +0.9% | +0.4% | +0.4% |
| 3M | +64.2% | +2.4% | +61.9% | +60.2% |
| 6M | +8.3% | +12.4% | -4.1% | -4.0% |
| YTD | +33.4% | +15.2% | +18.2% | +14.8% |
| 1Y | +37.7% | +22.7% | +15.0% | +10.2% |
| All | +245.8% | +76.1% | +169.7% | +67.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling