+325.0%
THC vs AGI
+5,459.2%
-5,134.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.7% |
| 7D | -0.7% | +0.6% | -1.3% | -0.7% |
| 30D | +1.3% | +18.2% | -17.0% | +0.1% |
| 3M | +64.2% | -4.1% | +68.4% | +64.3% |
| 6M | +8.3% | -28.7% | +37.0% | +10.1% |
| YTD | +33.4% | -4.0% | +37.4% | +32.7% |
| 1Y | +37.7% | +17.4% | +20.3% | +35.0% |
| 3Y | +236.8% | +203.0% | +33.8% | +209.1% |
| 5Y | +249.3% | +376.7% | -127.4% | +210.4% |
| 10Y | +995.2% | +407.5% | +587.8% | +835.4% |
| All | +325.0% | +5,459.2% | -5,134.1% | +157.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling