+246.7%
THC vs BLDR
-54.9%
+301.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.4% |
| 7D | -2.6% | -0.3% | -2.2% | -2.5% |
| 30D | -1.2% | -16.2% | +15.0% | +1.9% |
| 3M | +58.9% | -14.4% | +73.3% | +62.3% |
| 6M | +9.3% | -32.8% | +42.1% | +16.6% |
| YTD | +30.4% | -39.2% | +69.5% | +40.5% |
| 1Y | +34.6% | -57.7% | +92.3% | +55.8% |
| 3Y | +246.7% | -55.3% | +301.9% | +253.8% |
| All | +246.7% | -54.9% | +301.5% | +253.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling