+972.3%
THC vs AGI
+388.4%
+583.9%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.9% |
| 7D | 0.0% | -5.4% | +5.3% | +0.3% |
| 30D | +1.5% | +6.6% | -5.1% | +1.1% |
| 3M | +59.9% | +8.2% | +51.7% | +58.8% |
| 6M | +11.0% | -29.3% | +40.3% | +12.8% |
| YTD | +32.6% | -7.4% | +39.9% | +32.3% |
| 1Y | +37.4% | +7.9% | +29.5% | +35.5% |
| 3Y | +252.5% | +206.2% | +46.3% | +224.7% |
| 5Y | +262.3% | +397.6% | -135.3% | +226.8% |
| All | +972.3% | +388.4% | +583.9% | +888.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling