+418.8%
THC vs ACWI
+70.3%
+348.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +3.7% | -2.4% | +6.0% | +5.9% |
| 30D | +9.0% | -5.2% | +14.2% | +14.1% |
| 3M | +10.4% | -4.8% | +15.2% | +15.1% |
| 6M | +45.7% | -1.3% | +47.0% | +46.1% |
| YTD | +42.6% | +8.4% | +34.2% | +29.8% |
| 1Y | +38.8% | +11.0% | +27.7% | +23.1% |
| 3Y | +418.8% | +70.6% | +348.3% | +127.3% |
| All | +418.8% | +70.3% | +348.5% | +127.3% |
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