+1,800.1%
THC vs BEN
+70.4%
+1,729.6%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.3% | -4.3% | -1.6% |
| 7D | +7.5% | +12.2% | -4.7% | +0.6% |
| 30D | +9.6% | +12.1% | -2.5% | +2.4% |
| 3M | +10.3% | +7.3% | +2.9% | +5.4% |
| 6M | +51.8% | +17.9% | +33.9% | +37.0% |
| YTD | +45.4% | +55.4% | -10.0% | +9.9% |
| 1Y | +40.8% | +69.3% | -28.5% | +1.0% |
| 3Y | +448.8% | +82.8% | +366.0% | +252.5% |
| 5Y | +263.4% | +28.8% | +234.6% | +186.6% |
| 10Y | +1,800.1% | +53.9% | +1,746.2% | +897.3% |
| All | +1,800.1% | +70.4% | +1,729.6% | +897.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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