+540.5%
THC vs BEN
+4,818.7%
-4,278.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.7% | -5.8% | -3.0% |
| 7D | +3.7% | +6.6% | -2.9% | +1.0% |
| 30D | +9.0% | +3.8% | +5.2% | +7.2% |
| 3M | +10.4% | +0.2% | +10.2% | +10.0% |
| 6M | +45.7% | +10.4% | +35.2% | +39.1% |
| YTD | +42.6% | +46.2% | -3.6% | +20.1% |
| 1Y | +38.8% | +52.3% | -13.5% | +14.8% |
| 3Y | +418.8% | +65.9% | +352.9% | +300.9% |
| 5Y | +275.7% | +20.6% | +255.1% | +228.4% |
| 10Y | +1,496.2% | +64.8% | +1,431.4% | +1,082.3% |
| All | +540.5% | +4,818.7% | -4,278.1% | +78.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling