+972.3%
THC vs AGI
+388.9%
+583.4%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.2% | -1.9% |
| 7D | 0.0% | -5.3% | +5.2% | +0.3% |
| 30D | +1.5% | +6.8% | -5.2% | +1.1% |
| 3M | +59.9% | +8.3% | +51.6% | +58.8% |
| 6M | +11.0% | -29.2% | +40.2% | +12.8% |
| YTD | +32.6% | -7.3% | +39.8% | +32.2% |
| 1Y | +37.4% | +8.0% | +29.3% | +35.5% |
| 3Y | +252.5% | +206.6% | +46.0% | +224.7% |
| 5Y | +262.3% | +398.1% | -135.8% | +226.8% |
| All | +972.3% | +388.9% | +583.4% | +888.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGI 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling