+499.2%
THC vs BEN
+4,913.3%
-4,414.1%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | -0.9% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | +1.3% | -0.5% | +1.8% | +1.4% |
| 3M | +64.2% | +9.7% | +54.5% | +57.8% |
| 6M | +8.3% | +33.9% | -25.6% | -4.7% |
| YTD | +33.4% | +49.0% | -15.6% | +11.6% |
| 1Y | +37.7% | +42.1% | -4.4% | +17.1% |
| 3Y | +236.8% | +51.9% | +184.9% | +170.8% |
| 5Y | +249.3% | +39.0% | +210.2% | +185.9% |
| 10Y | +995.2% | +57.9% | +937.4% | +724.5% |
| All | +499.2% | +4,913.3% | -4,414.1% | +65.6% |
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