+433.9%
THC vs AGI
+138.5%
+295.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.7% | +1.2% |
| 7D | +0.2% | 0.0% | +0.2% | +0.2% |
| 30D | +9.0% | -7.6% | +16.6% | +9.5% |
| 3M | +12.9% | -10.2% | +23.1% | +13.6% |
| 6M | +52.8% | -31.5% | +84.3% | +57.4% |
| YTD | +47.4% | -22.0% | +69.4% | +48.5% |
| 1Y | +47.7% | -7.9% | +55.6% | +45.7% |
| All | +433.9% | +138.5% | +295.4% | +324.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling