+34.6%
THC vs BLDR
-58.1%
+92.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.6% |
| 7D | -2.6% | -0.3% | -2.2% | -2.5% |
| 30D | -1.2% | -16.2% | +15.0% | +1.1% |
| 3M | +58.9% | -14.4% | +73.3% | +61.3% |
| 6M | +9.3% | -32.8% | +42.1% | +14.4% |
| YTD | +30.4% | -39.2% | +69.5% | +36.1% |
| 1Y | +34.6% | -57.7% | +92.3% | +43.8% |
| All | +34.6% | -58.1% | +92.7% | +43.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling