+1,644.1%
THC vs AVAV
+315.4%
+1,328.7%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.7% | +2.5% | +0.2% |
| 7D | +1.0% | +4.2% | -3.3% | 0.0% |
| 30D | +5.3% | -2.6% | +7.9% | +5.1% |
| 3M | +7.1% | -38.0% | +45.1% | +16.0% |
| 6M | +46.0% | -27.0% | +73.0% | +48.9% |
| YTD | +43.9% | -51.4% | +95.4% | +54.6% |
| 1Y | +45.4% | -60.2% | +105.7% | +63.3% |
| 3Y | +421.3% | -6.7% | +427.9% | +332.1% |
| 5Y | +261.5% | +28.3% | +233.2% | +158.0% |
| All | +1,644.1% | +315.4% | +1,328.7% | +909.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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