+1,039.2%
THC vs BLDR
+357.1%
+682.1%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.9% | +5.8% | +4.7% |
| 7D | +4.1% | -2.7% | +6.8% | +5.2% |
| 30D | +3.5% | -14.7% | +18.2% | +10.1% |
| 3M | +61.7% | -20.8% | +82.6% | +75.0% |
| 6M | +11.8% | -35.3% | +47.2% | +30.6% |
| YTD | +35.4% | -40.3% | +75.7% | +61.2% |
| 1Y | +37.0% | -56.3% | +93.3% | +85.8% |
| 3Y | +260.1% | -56.1% | +316.2% | +334.7% |
| 5Y | +262.6% | +12.9% | +249.7% | +143.7% |
| 10Y | +1,039.2% | +386.5% | +652.8% | +232.2% |
| All | +1,039.2% | +357.1% | +682.1% | +232.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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