+254.0%
THC vs BB
-30.6%
+284.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -0.7% | -5.6% | +5.0% | +0.2% |
| 30D | +1.3% | -11.8% | +13.1% | +2.9% |
| 3M | +64.2% | -25.5% | +89.8% | +68.9% |
| 6M | +8.3% | +121.3% | -113.0% | -10.1% |
| YTD | +33.4% | +103.2% | -69.8% | +12.4% |
| 1Y | +37.7% | +102.6% | -65.0% | +14.9% |
| 3Y | +236.8% | +37.5% | +199.3% | +190.1% |
| All | +254.0% | -30.6% | +284.5% | +236.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling