+34.6%
THC vs BBWI
-33.4%
+68.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.9% | -1.9% |
| 7D | -2.6% | +1.6% | -4.1% | -2.7% |
| 30D | -1.2% | -6.2% | +5.0% | -0.5% |
| 3M | +58.9% | +4.3% | +54.6% | +57.8% |
| 6M | +9.3% | -7.2% | +16.5% | +9.9% |
| YTD | +30.4% | -3.0% | +33.4% | +29.9% |
| 1Y | +34.6% | -30.8% | +65.4% | +38.5% |
| All | +34.6% | -33.4% | +68.0% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BBWI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling