+276.8%
THC vs BEN
+19.4%
+257.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.7% | -5.8% | -3.2% |
| 7D | +3.7% | +6.6% | -2.9% | +0.8% |
| 30D | +9.0% | +3.8% | +5.2% | +7.1% |
| 3M | +10.4% | +0.2% | +10.2% | +10.0% |
| 6M | +45.7% | +10.4% | +35.2% | +38.5% |
| YTD | +42.6% | +46.2% | -3.6% | +17.5% |
| 1Y | +38.8% | +52.3% | -13.5% | +11.9% |
| 3Y | +418.8% | +65.9% | +352.9% | +279.7% |
| All | +276.8% | +19.4% | +257.3% | +239.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling