+421.3%
THC vs BB
+147.9%
+273.4%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -0.2% |
| 7D | +1.0% | +1.8% | -0.9% | +0.9% |
| 30D | +5.3% | +8.1% | -2.8% | +4.7% |
| 3M | +7.1% | -1.0% | +8.1% | +6.9% |
| 6M | +46.0% | +45.9% | +0.1% | +38.5% |
| YTD | +43.9% | +134.8% | -90.9% | +29.1% |
| 1Y | +45.4% | +104.6% | -59.2% | +32.3% |
| 3Y | +421.3% | +152.8% | +268.4% | +322.6% |
| All | +421.3% | +147.9% | +273.4% | +322.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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