+950.1%
THC vs AEIS
+546.3%
+403.8%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.8% | -5.0% | -3.3% |
| 7D | -2.6% | +8.1% | -10.7% | -5.4% |
| 30D | -1.2% | -11.1% | +10.0% | +2.3% |
| 3M | +58.9% | -5.6% | +64.6% | +54.1% |
| 6M | +9.3% | -0.6% | +10.0% | +0.8% |
| YTD | +30.4% | +38.0% | -7.7% | +3.4% |
| 1Y | +34.6% | +87.2% | -52.6% | -8.1% |
| 3Y | +246.7% | +179.7% | +67.0% | +85.1% |
| 5Y | +244.5% | +241.7% | +2.8% | +60.9% |
| 10Y | +950.1% | +547.2% | +402.9% | +194.4% |
| All | +950.1% | +546.3% | +403.8% | +194.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling