+276.8%
THC vs ACWI
+54.8%
+222.0%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.0% |
| 7D | +3.7% | -2.4% | +6.0% | +6.6% |
| 30D | +9.0% | -5.2% | +14.2% | +15.8% |
| 3M | +10.4% | -4.8% | +15.2% | +16.6% |
| 6M | +45.7% | -1.3% | +47.0% | +46.2% |
| YTD | +42.6% | +8.4% | +34.2% | +26.8% |
| 1Y | +38.8% | +11.0% | +27.7% | +19.5% |
| 3Y | +418.8% | +70.6% | +348.3% | +147.3% |
| All | +276.8% | +54.8% | +222.0% | +112.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling